Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,544
Closed -$1.18M 150
2020
Q4
$1.18M Buy
5,544
+1,315
+31% +$279K 0.32% 44
2020
Q3
$725K Buy
+4,229
New +$725K 0.35% 46
2018
Q1
Sell
-24,922
Closed -$2.11M 29
2017
Q4
$2.11M Buy
24,922
+22,122
+790% +$1.87M 2.04% 14
2017
Q3
$215K Sell
2,800
-5,889
-68% -$452K 0.16% 33
2017
Q2
$677K Buy
+8,689
New +$677K 0.39% 26