Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$368K Buy
+1,082
New +$368K 0.02% 495
2021
Q2
Sell
-183
Closed -$62.1K 792
2021
Q1
$62.1K Buy
+183
New +$62.1K 0.01% 893
2020
Q4
Sell
-1,142
Closed -$333K 423
2020
Q3
$333K Hold
1,142
0.1% 214
2020
Q2
$333K Sell
1,142
-1,201
-51% -$350K 0.1% 220
2020
Q1
$512K Buy
+2,343
New +$512K 0.08% 186
2019
Q4
Sell
-21
Closed -$5K 871
2019
Q3
$5K Buy
+21
New +$5K ﹤0.01% 1262
2019
Q1
Sell
-64
Closed -$9K 983
2018
Q4
$9K Buy
+64
New +$9K ﹤0.01% 1064