Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$299K Buy
3,810
+854
+29% +$67K 0.1% 161
2020
Q4
$220K Sell
2,956
-847
-22% -$63K 0.08% 199
2020
Q3
$237K Sell
3,803
-2,441
-39% -$152K 0.11% 133
2020
Q2
$341K Buy
+6,244
New +$341K 0.16% 103
2019
Q3
Sell
-629
Closed -$44.5K 559
2019
Q2
$44.5K Buy
+629
New +$44.5K 0.02% 189