Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,149
Closed -$224K 110
2020
Q4
$224K Sell
1,149
-60
-5% -$11.7K 0.14% 87
2020
Q3
$231K Sell
1,209
-2
-0.2% -$382 0.16% 80
2020
Q2
$204K Buy
+1,211
New +$204K 0.15% 83
2020
Q1
Sell
-1,277
Closed -$220K 88
2019
Q4
$220K Buy
+1,277
New +$220K 0.17% 76