Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$733K Buy
20,253
+2,672
+15% +$96.7K 0.26% 63
2020
Q4
$647K Sell
17,581
-286
-2% -$10.5K 0.23% 65
2020
Q3
$622K Buy
+17,867
New +$622K 0.28% 55
2019
Q3
Sell
-2,520
Closed -$104K 463
2019
Q2
$104K Buy
+2,520
New +$104K 0.05% 140