Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$253K Sell
3,211
-641
-17% -$50.5K 0.03% 340
2020
Q4
$286K Sell
3,852
-882
-19% -$65.5K 0.03% 324
2020
Q3
$295K Sell
4,734
-4,671
-50% -$291K 0.03% 300
2020
Q2
$665K Buy
9,405
+4,022
+75% +$284K 0.08% 219
2020
Q1
$246K Sell
5,383
-50
-0.9% -$2.29K 0.04% 298
2019
Q4
$464K Sell
5,433
-204
-4% -$17.4K 0.05% 256
2019
Q3
$448K Buy
+5,637
New +$448K 0.05% 258