Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,465
Closed -$205K 290
2020
Q4
$205K Sell
4,465
-704
-14% -$32.3K 0.07% 218
2020
Q3
$243K Sell
5,169
-6,072
-54% -$285K 0.11% 130
2020
Q2
$573K Buy
+11,241
New +$573K 0.27% 52
2019
Q3
Sell
-169
Closed -$8.44K 285
2019
Q2
$8.44K Buy
+169
New +$8.44K ﹤0.01% 272