Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-190
Closed -$228K 742
2020
Q4
$228K Buy
+190
New +$228K 0.05% 574
2020
Q3
Sell
-225
Closed -$257K 590
2020
Q2
$257K Sell
225
-147
-40% -$168K 0.09% 270
2020
Q1
$237K Buy
+372
New +$237K 0.09% 309
2019
Q4
Sell
-364
Closed -$178K 375
2019
Q3
$178K Buy
+364
New +$178K 0.07% 350
2018
Q1
Sell
-29
Closed -$56K 749
2017
Q4
$56K Buy
+29
New +$56K 0.05% 585