Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$386K Buy
568
+17
+3% +$11.6K 0.13% 117
2020
Q4
$394K Buy
551
+10
+2% +$7.15K 0.14% 104
2020
Q3
$411K Buy
541
+12
+2% +$9.12K 0.19% 77
2020
Q2
$372K Buy
+529
New +$372K 0.18% 94
2019
Q3
Sell
-1,685
Closed -$850K 236
2019
Q2
$850K Buy
+1,685
New +$850K 0.38% 50