Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,448
Closed -$292K 328
2021
Q1
$292K Sell
1,448
-58
-4% -$11.7K 0.02% 205
2020
Q4
$268K Sell
1,506
-2,438
-62% -$434K 0.02% 210
2020
Q3
$480K Buy
3,944
+1,288
+48% +$157K 0.06% 112
2020
Q2
$282K Buy
+2,656
New +$282K 0.05% 148
2018
Q3
Sell
-8,370
Closed -$353K 677
2018
Q2
$353K Hold
8,370
0.03% 366
2018
Q1
$235K Buy
+8,370
New +$235K 0.02% 522