Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-49,381
Closed -$1.28M 539
2020
Q4
$1.28M Buy
49,381
+7,888
+19% +$204K 0.06% 131
2020
Q3
$817K Sell
41,493
-986
-2% -$19.4K 0.04% 145
2020
Q2
$975K Buy
42,479
+493
+1% +$11.3K 0.06% 116
2020
Q1
$966K Buy
+41,986
New +$966K 0.08% 112