Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-642
Closed -$222K 422
2021
Q2
$222K Buy
+642
New +$222K 0.02% 405
2020
Q1
Sell
-1,194
Closed -$354K 352
2019
Q4
$354K Sell
1,194
-1,368
-53% -$406K 0.06% 251
2019
Q3
$596K Buy
2,562
+760
+42% +$177K 0.12% 152
2019
Q2
$421K Buy
+1,802
New +$421K 0.1% 180