Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,882
Closed -$754K 278
2020
Q4
$754K Buy
6,882
+252
+4% +$27.6K 0.27% 56
2020
Q3
$722K Buy
+6,630
New +$722K 0.33% 48
2019
Q4
Sell
-8,167
Closed -$683K 37
2019
Q3
$683K Buy
8,167
+3
+0% +$251 0.36% 27
2019
Q2
$687K Buy
+8,164
New +$687K 0.31% 66