Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$986K Sell
31,608
-252
-0.8% -$7.86K 0.11% 183
2020
Q4
$960K Sell
31,860
-14,808
-32% -$446K 0.1% 193
2020
Q3
$1.19M Buy
46,668
+2,180
+5% +$55.6K 0.14% 156
2020
Q2
$1.52M Sell
44,488
-5,047
-10% -$173K 0.17% 133
2020
Q1
$1.3M Buy
49,535
+2,299
+5% +$60.4K 0.19% 123
2019
Q4
$1.54M Buy
47,236
+1,430
+3% +$46.5K 0.17% 138
2019
Q3
$1.58M Buy
+45,806
New +$1.58M 0.19% 125