Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,486
Closed -$410K 243
2021
Q1
$410K Sell
1,486
-36
-2% -$9.93K 0.09% 203
2020
Q4
$448K Buy
+1,522
New +$448K 0.11% 184
2020
Q2
Sell
-1,752
Closed -$231K 207
2020
Q1
$231K Sell
1,752
-462
-21% -$60.9K 0.07% 167
2019
Q4
$355K Buy
+2,214
New +$355K 0.09% 158