Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$230K Buy
797
+15
+2% +$4.33K 0.01% 521
2021
Q1
$219K Hold
782
0.01% 489
2020
Q4
$206K Buy
+782
New +$206K 0.01% 452
2019
Q1
Sell
-1,492
Closed -$233K 450
2018
Q4
$233K Buy
+1,492
New +$233K 0.03% 367