Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-9,870
Closed -$661K 191
2021
Q1
$661K Sell
9,870
-5,822
-37% -$390K 0.17% 90
2020
Q4
$1.06M Buy
15,692
+153
+1% +$10.3K 0.38% 49
2020
Q3
$776K Buy
15,539
+112
+0.7% +$5.59K 0.32% 49
2020
Q2
$647K Buy
+15,427
New +$647K 0.31% 56