Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$246K Buy
1,036
+20
+2% +$4.75K 0.01% 508
2021
Q1
$203K Sell
1,016
-42
-4% -$8.39K 0.01% 496
2020
Q4
$208K Hold
1,058
0.01% 451
2020
Q3
$202K Buy
+1,058
New +$202K 0.02% 419
2020
Q2
Sell
-13,804
Closed -$1.69M 456
2020
Q1
$1.69M Buy
+13,804
New +$1.69M 0.2% 116