Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,733
Closed -$862K 585
2020
Q4
$862K Buy
10,733
+202
+2% +$16.2K 0.1% 254
2020
Q3
$799K Buy
+10,531
New +$799K 0.11% 280
2020
Q1
Sell
-4,195
Closed -$213K 479
2019
Q4
$213K Buy
+4,195
New +$213K 0.02% 466
2017
Q4
Sell
-5,337
Closed -$411K 631
2017
Q3
$411K Buy
+5,337
New +$411K 0.03% 505