Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$360K Buy
2,284
+250
+12% +$39.4K 0.04% 299
2020
Q4
$313K Sell
2,034
-535
-21% -$82.3K 0.03% 310
2020
Q3
$298K Sell
2,569
-6,392
-71% -$741K 0.04% 299
2020
Q2
$1.32M Sell
8,961
-215
-2% -$31.7K 0.15% 149
2020
Q1
$1.03M Sell
9,176
-25
-0.3% -$2.79K 0.15% 149
2019
Q4
$1.43M Buy
9,201
+300
+3% +$46.7K 0.16% 143
2019
Q3
$1.44M Buy
+8,901
New +$1.44M 0.17% 138