Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$738K Buy
14,288
+2,376
+20% +$123K 0.26% 62
2020
Q4
$533K Sell
11,912
-1,628
-12% -$72.8K 0.19% 78
2020
Q3
$533K Buy
13,540
+983
+8% +$38.7K 0.24% 62
2020
Q2
$586K Buy
+12,557
New +$586K 0.28% 51
2019
Q4
Sell
-7,576
Closed -$374K 40
2019
Q3
$374K Sell
7,576
-118
-2% -$5.83K 0.2% 41
2019
Q2
$421K Buy
+7,694
New +$421K 0.19% 92