Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,631
Closed -$433K 429
2020
Q4
$433K Buy
4,631
+1,664
+56% +$156K 0.09% 232
2020
Q3
$245K Sell
2,967
-1,377
-32% -$114K 0.17% 143
2020
Q2
$325K Buy
+4,344
New +$325K 0.08% 252
2017
Q3
Sell
-116
Closed -$13K 415
2017
Q2
$13K Buy
+116
New +$13K 0.01% 519