Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$460K Buy
2,326
+156
+7% +$30.9K 0.16% 96
2020
Q4
$383K Buy
2,170
+18
+0.8% +$3.18K 0.14% 108
2020
Q3
$339K Sell
2,152
-1,026
-32% -$162K 0.15% 92
2020
Q2
$381K Buy
+3,178
New +$381K 0.18% 89
2019
Q3
Sell
-18
Closed -$1.56K 570
2019
Q2
$1.56K Buy
+18
New +$1.56K ﹤0.01% 586