Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-23,033
Closed -$1.58M 383
2020
Q4
$1.58M Sell
23,033
-39,846
-63% -$2.74M 0.12% 144
2020
Q3
$3.14M Sell
62,879
-1,298
-2% -$64.8K 0.31% 87
2020
Q2
$2.69M Buy
+64,177
New +$2.69M 0.24% 99
2020
Q1
Sell
-17,416
Closed -$368K 340
2019
Q4
$368K Buy
+17,416
New +$368K 0.02% 266