Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-664
Closed -$332K 79
2020
Q4
$332K Buy
664
+10
+2% +$5K 0.24% 59
2020
Q3
$321K Buy
+654
New +$321K 0.25% 58
2019
Q2
Sell
-803
Closed -$214K 92
2019
Q1
$214K Buy
+803
New +$214K 0.19% 91