Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$797K Buy
3,518
+126
+4% +$28.5K 0.28% 57
2020
Q4
$789K Buy
3,392
+103
+3% +$24K 0.28% 54
2020
Q3
$967K Buy
3,289
+372
+13% +$109K 0.44% 33
2020
Q2
$629K Buy
+2,917
New +$629K 0.3% 44
2019
Q3
Sell
-169
Closed -$28.6K 103
2019
Q2
$28.6K Buy
+169
New +$28.6K 0.01% 201