Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$229K Sell
2,856
-2,000
-41% -$160K 0.03% 349
2020
Q4
$258K Sell
4,856
-444
-8% -$23.6K 0.03% 338
2020
Q3
$237K Sell
5,300
-5,073
-49% -$227K 0.03% 330
2020
Q2
$572K Buy
+10,373
New +$572K 0.06% 235
2020
Q1
Sell
-6,850
Closed -$386K 354
2019
Q4
$386K Sell
6,850
-923
-12% -$52K 0.04% 281
2019
Q3
$395K Buy
+7,773
New +$395K 0.05% 272