Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-984
Closed -$314K 139
2021
Q3
$314K Buy
+984
New +$314K 0.86% 43
2021
Q1
Sell
-1,113
Closed -$377K 294
2020
Q4
$377K Sell
1,113
-340
-23% -$115K 0.39% 76
2020
Q3
$359K Buy
1,453
+59
+4% +$14.6K 0.63% 45
2020
Q2
$306K Buy
+1,394
New +$306K 0.7% 49