Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,714
Closed -$208K 291
2020
Q4
$208K Sell
3,714
-368
-9% -$20.6K 0.02% 227
2020
Q3
$226K Buy
+4,082
New +$226K 0.02% 193
2019
Q3
Sell
-6,417
Closed -$276K 199
2019
Q2
$276K Sell
6,417
-44
-0.7% -$1.89K 0.03% 160
2019
Q1
$279K Buy
+6,461
New +$279K 0.03% 158