Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-59,090
Closed -$2.52M 133
2020
Q4
$2.52M Sell
59,090
-430,841
-88% -$18.4M 0.26% 120
2020
Q3
$12.9M Buy
489,931
+251,784
+106% +$6.62M 0.14% 174
2020
Q2
$6.38M Buy
238,147
+204,580
+609% +$5.48M 0.06% 239
2020
Q1
$603K Buy
+33,567
New +$603K 0.01% 474