Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-13,247
Closed -$177K 246
2021
Q1
$177K Sell
13,247
-3,655
-22% -$48.8K 0.01% 228
2020
Q4
$165K Sell
16,902
-60,212
-78% -$588K 0.01% 221
2020
Q3
$778K Sell
77,114
-1,458
-2% -$14.7K 0.03% 136
2020
Q2
$788K Buy
78,572
+52,028
+196% +$522K 0.03% 135
2020
Q1
$251K Buy
+26,544
New +$251K 0.01% 236