Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$903K Sell
23,172
-1,152
-5% -$44.9K 0.45% 39
2020
Q4
$794K Hold
24,324
0.08% 194
2020
Q3
$488K Sell
24,324
-5,518
-18% -$111K 0.01% 537
2020
Q2
$690K Buy
+29,842
New +$690K 0.01% 491
2018
Q3
Sell
-32,631
Closed -$1.28M 734
2018
Q2
$1.28M Buy
+32,631
New +$1.28M 0.01% 498