Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$636K Buy
30,005
+1,700
+6% +$36K 0.22% 71
2020
Q4
$572K Sell
28,305
-140
-0.5% -$2.83K 0.2% 69
2020
Q3
$437K Buy
+28,445
New +$437K 0.2% 72
2019
Q3
Sell
-770
Closed -$8.07K 539
2019
Q2
$8.07K Sell
770
-15
-2% -$157 ﹤0.01% 274
2019
Q1
$7K Buy
+785
New +$7K 0.25% 18