Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$679K Buy
9,235
+514
+6% +$37.8K 0.24% 67
2020
Q4
$681K Sell
8,721
-1,793
-17% -$140K 0.24% 60
2020
Q3
$832K Buy
10,514
+3,594
+52% +$284K 0.38% 39
2020
Q2
$511K Buy
+6,920
New +$511K 0.24% 60
2019
Q3
Sell
-7,318
Closed -$586K 406
2019
Q2
$586K Buy
+7,318
New +$586K 0.26% 75