Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$444K Sell
2,134
-251
-11% -$52.2K 0.04% 428
2021
Q2
$491K Sell
2,385
-17
-0.7% -$3.5K 0.04% 423
2021
Q1
$477K Sell
2,402
-189
-7% -$37.5K 0.04% 459
2020
Q4
$461K Buy
2,591
+49
+2% +$8.72K 0.04% 431
2020
Q3
$309K Sell
2,542
-2,251
-47% -$274K 0.03% 536
2020
Q2
$509K Buy
+4,793
New +$509K 0.06% 330
2020
Q1
Sell
-6,104
Closed -$270K 977
2019
Q4
$270K Sell
6,104
-735
-11% -$32.5K 0.01% 842
2019
Q3
$386K Buy
6,839
+2,916
+74% +$165K 0.02% 731
2019
Q2
$241K Buy
+3,923
New +$241K 0.01% 963