Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,775
Closed -$213K 74
2021
Q1
$213K Sell
1,775
-356
-17% -$42.7K 0.13% 72
2020
Q4
$233K Sell
2,131
-200
-9% -$21.9K 0.15% 67
2020
Q3
$254K Sell
2,331
-1,000
-30% -$109K 0.19% 67
2020
Q2
$305K Sell
3,331
-100
-3% -$9.16K 0.25% 66
2020
Q1
$271K Buy
3,431
+100
+3% +$7.9K 0.28% 64
2019
Q4
$289K Buy
+3,331
New +$289K 0.22% 76