Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$658K Sell
12,087
-1,923
-14% -$105K 0.03% 358
2020
Q4
$715K Buy
14,010
+1,761
+14% +$89.9K 0.04% 341
2020
Q3
$407K Buy
12,249
+122
+1% +$4.05K 0.02% 396
2020
Q2
$377K Buy
+12,127
New +$377K 0.02% 408