Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-15,407
Closed -$599K 1028
2021
Q1
$599K Sell
15,407
-2,183
-12% -$84.9K 0.01% 473
2020
Q4
$512K Buy
17,590
+4,080
+30% +$119K 0.01% 468
2020
Q3
$255K Buy
13,510
+1,655
+14% +$31.2K ﹤0.01% 565
2020
Q2
$180K Buy
+11,855
New +$180K ﹤0.01% 551