Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-17,729
Closed -$384K 331
2020
Q4
$384K Buy
17,729
+601
+4% +$13K 0.05% 48
2020
Q3
$270K Buy
17,128
+587
+4% +$9.25K 0.04% 46
2020
Q2
$286K Buy
16,541
+630
+4% +$10.9K 0.05% 50
2020
Q1
$185K Buy
+15,911
New +$185K 0.03% 54
2017
Q4
Sell
-799
Closed -$28K 238
2017
Q3
$28K Buy
+799
New +$28K 0.01% 91