Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,040
Closed -$204K 191
2020
Q4
$204K Sell
1,040
-27
-3% -$5.3K 0.11% 178
2020
Q3
$203K Buy
+1,067
New +$203K 0.12% 166
2020
Q1
Sell
-1,022
Closed -$139K 218
2019
Q4
$139K Buy
+1,022
New +$139K 0.08% 193