Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-15,990
Closed -$1.19M 96
2020
Q4
$1.19M Sell
15,990
-20,318
-56% -$1.51M 0.57% 62
2020
Q3
$2.26M Buy
36,308
+2,608
+8% +$162K 1.24% 37
2020
Q2
$1.84M Buy
33,700
+20,951
+164% +$1.15M 1.17% 42
2020
Q1
$582K Buy
12,749
+9,839
+338% +$449K 0.5% 60
2019
Q4
$248 Buy
+2,910
New +$248 0.13% 75