Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,061
Closed -$149K 442
2020
Q4
$149K Sell
2,061
-43
-2% -$3.11K 0.01% 306
2020
Q3
$121K Sell
2,104
-5,174
-71% -$298K 0.01% 262
2020
Q2
$436K Sell
7,278
-11,048
-60% -$662K 0.05% 161
2020
Q1
$946K Buy
18,326
+1,282
+8% +$66.2K 0.1% 122
2019
Q4
$1.2M Buy
17,044
+1,576
+10% +$111K 0.11% 113
2019
Q3
$983K Buy
15,468
+4,779
+45% +$304K 0.1% 115
2019
Q2
$646K Buy
10,689
+236
+2% +$14.3K 0.07% 168
2019
Q1
$428K Buy
+10,453
New +$428K 0.04% 358