Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-531
Closed -$244K 664
2021
Q2
$244K Sell
531
-672
-56% -$309K 0.02% 614
2021
Q1
$392K Buy
1,203
+312
+35% +$102K 0.03% 484
2020
Q4
$296K Buy
+891
New +$296K 0.02% 526
2020
Q1
Sell
-4,334
Closed -$580K 346
2019
Q4
$580K Buy
+4,334
New +$580K 0.12% 129