Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$217K Sell
3,595
-2,704
-43% -$163K 0.01% 532
2021
Q1
$398K Buy
6,299
+718
+13% +$45.4K 0.03% 410
2020
Q4
$274K Buy
+5,581
New +$274K 0.02% 420
2020
Q2
Sell
-9,581
Closed -$257K 464
2020
Q1
$257K Buy
9,581
+1,156
+14% +$31K 0.03% 345
2019
Q4
$362K Sell
8,425
-63
-0.7% -$2.71K 0.03% 371
2019
Q3
$347K Buy
+8,488
New +$347K 0.03% 353