Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-32,705
Closed -$2.63M 286
2021
Q1
$2.63M Sell
32,705
-29,244
-47% -$2.35M 0.01% 254
2020
Q4
$3.3M Buy
61,949
+1,000
+2% +$53.2K 0.02% 227
2020
Q3
$2.73M Buy
60,949
+4,100
+7% +$184K 0.02% 225
2020
Q2
$2.35M Sell
56,849
-5,200
-8% -$215K 0.02% 225
2020
Q1
$2.24M Buy
+62,049
New +$2.24M 0.02% 206