Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,728
Closed -$256K 732
2021
Q1
$256K Sell
5,728
-37,918
-87% -$1.69M 0.01% 590
2020
Q4
$1.51M Buy
43,646
+10,719
+33% +$370K 0.03% 195
2020
Q3
$574K Sell
32,927
-15,061
-31% -$263K 0.02% 294
2020
Q2
$693K Buy
+47,988
New +$693K 0.04% 241
2020
Q1
Sell
-17,044
Closed -$182K 320
2019
Q4
$182K Buy
+17,044
New +$182K 0.01% 320