Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$773K Sell
2,018
-40
-2% -$15.3K 0.09% 212
2020
Q4
$782K Sell
2,058
-87
-4% -$33.1K 0.08% 219
2020
Q3
$700K Sell
2,145
-1,428
-40% -$466K 0.08% 214
2020
Q2
$934K Buy
3,573
+225
+7% +$58.8K 0.11% 191
2020
Q1
$770K Sell
3,348
-210
-6% -$48.3K 0.11% 185
2019
Q4
$932K Sell
3,558
-70
-2% -$18.3K 0.11% 190
2019
Q3
$965K Buy
+3,628
New +$965K 0.12% 189