Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$140K Sell
937
-1,019
-52% -$152K 0.02% 546
2021
Q2
$480K Buy
1,956
+840
+75% +$206K 0.06% 194
2021
Q1
$295K Buy
1,116
+621
+125% +$164K 0.03% 301
2020
Q4
$145K Sell
495
-14
-3% -$4.1K 0.02% 559
2020
Q3
$125K Sell
509
-70
-12% -$17.2K 0.02% 596
2020
Q2
$115K Sell
579
-688
-54% -$137K 0.01% 607
2020
Q1
$233K Sell
1,267
-370
-23% -$68K 0.03% 298
2019
Q4
$273K Buy
1,637
+328
+25% +$54.7K 0.03% 361
2019
Q3
$171K Buy
+1,309
New +$171K 0.02% 525