Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.63M Sell
6,303
-50
-0.8% -$13K 0.43% 48
2020
Q4
$1.44M Sell
6,353
-249
-4% -$56.6K 0.4% 56
2020
Q3
$1.39M Sell
6,602
-1,000
-13% -$211K 0.43% 53
2020
Q2
$1.32M Sell
7,602
-49
-0.6% -$8.49K 0.44% 52
2020
Q1
$1.04M Sell
7,651
-399
-5% -$54K 0.43% 61
2019
Q4
$1.44M Buy
8,050
+650
+9% +$116K 0.5% 48
2019
Q3
$1.2M Buy
7,400
+3,675
+99% +$598K 0.45% 60
2019
Q2
$638K Buy
+3,725
New +$638K 0.24% 95