Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-12,414
Closed -$384K 195
2020
Q4
$384K Sell
12,414
-20,740
-63% -$642K 0.01% 173
2020
Q3
$741K Sell
33,154
-32,445
-49% -$725K 0.03% 157
2020
Q2
$1.48M Sell
65,599
-2,430
-4% -$54.8K 0.06% 90
2020
Q1
$1.41M Sell
68,029
-41,901
-38% -$867K 0.07% 92
2019
Q4
$3.35M Buy
109,930
+650
+0.6% +$19.8K 0.11% 84
2019
Q3
$2.68M Hold
109,280
0.1% 95
2019
Q2
$2.73M Buy
+109,280
New +$2.73M 0.1% 98