Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$302K Hold
10,207
0.02% 477
2021
Q1
$262K Buy
10,207
+532
+5% +$13.7K 0.02% 460
2020
Q4
$209K Sell
9,675
-3,972
-29% -$85.8K 0.01% 450
2020
Q3
$215K Buy
13,647
+37
+0.3% +$583 0.02% 412
2020
Q2
$235K Buy
+13,610
New +$235K 0.02% 389
2019
Q4
Sell
-10,354
Closed -$290K 479
2019
Q3
$290K Buy
10,354
+2,340
+29% +$65.5K 0.03% 377
2019
Q2
$258K Buy
+8,014
New +$258K 0.03% 380
2016
Q1
Sell
-24,325
Closed -$957K 382
2015
Q4
$957K Buy
+24,325
New +$957K 0.21% 147