Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$414K Buy
2,072
+197
+11% +$39.4K 0.11% 155
2020
Q4
$369K Sell
1,875
-143
-7% -$28.1K 0.1% 162
2020
Q3
$385K Sell
2,018
-68
-3% -$13K 0.12% 142
2020
Q2
$327K Buy
2,086
+71
+4% +$11.1K 0.11% 149
2020
Q1
$248K Buy
2,015
+164
+9% +$20.2K 0.1% 158
2019
Q4
$252K Hold
1,851
0.09% 183
2019
Q3
$237K Hold
1,851
0.09% 180
2019
Q2
$235K Hold
1,851
0.09% 181
2019
Q1
$217K Buy
+1,851
New +$217K 0.08% 191
2018
Q4
Sell
-2,173
Closed -$209K 199
2018
Q3
$209K Buy
+2,173
New +$209K 0.07% 204