Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-34,640
Closed -$2.38M 404
2020
Q4
$2.38M Sell
34,640
-46,087
-57% -$3.16M 0.01% 313
2020
Q3
$4.03M Buy
+80,727
New +$4.03M 0.01% 283
2017
Q4
Sell
-30,000
Closed -$753K 324
2017
Q3
$753K Buy
+30,000
New +$753K ﹤0.01% 304