Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,760
Closed -$499K 21
2020
Q4
$499K Sell
3,760
-740
-16% -$98.2K 0.47% 12
2020
Q3
$521K Buy
+4,500
New +$521K 0.48% 11
2019
Q3
Sell
-196
Closed -$10K 9
2019
Q2
$10K Buy
+196
New +$10K 0.01% 42