Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,703
Closed -$1.54M 995
2020
Q4
$1.54M Buy
+8,703
New +$1.54M 0.03% 191
2020
Q3
Sell
-2,707
Closed -$325K 647
2020
Q2
$325K Buy
+2,707
New +$325K 0.02% 380
2020
Q1
Sell
-18,700
Closed -$2.4M 310
2019
Q4
$2.4M Buy
18,700
+9,500
+103% +$1.22M 0.11% 83
2019
Q3
$984K Buy
+9,200
New +$984K 0.06% 111