Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$307K Sell
733
-1,800
-71% -$754K 0.03% 311
2020
Q4
$1.04M Sell
2,533
-297
-10% -$122K 0.11% 182
2020
Q3
$1.17M Buy
2,830
+300
+12% +$124K 0.14% 158
2020
Q2
$672K Buy
2,530
+200
+9% +$53.1K 0.08% 217
2020
Q1
$731K Hold
2,330
0.11% 189
2019
Q4
$854K Sell
2,330
-200
-8% -$73.3K 0.1% 197
2019
Q3
$647K Buy
+2,530
New +$647K 0.08% 219