Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$558K Buy
8,810
+900
+11% +$57K 0.06% 250
2020
Q4
$469K Sell
7,910
-140
-2% -$8.3K 0.05% 270
2020
Q3
$411K Sell
8,050
-5,564
-41% -$284K 0.05% 268
2020
Q2
$890K Buy
13,614
+4,499
+49% +$294K 0.1% 195
2020
Q1
$422K Sell
9,115
-1,150
-11% -$53.2K 0.06% 234
2019
Q4
$634K Sell
10,265
-25
-0.2% -$1.54K 0.07% 226
2019
Q3
$599K Buy
+10,290
New +$599K 0.07% 228