Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,596
Closed -$221K 73
2021
Q1
$221K Buy
2,596
+8
+0.3% +$681 0.11% 72
2020
Q4
$229K Buy
2,588
+24
+0.9% +$2.12K 0.13% 62
2020
Q3
$213K Buy
+2,564
New +$213K 0.14% 66
2019
Q4
$217K Buy
+3,216
New +$217K 0.19% 67