Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-7,222
Closed -$1.88M 326
2020
Q4
$1.88M Buy
7,222
+4,198
+139% +$1.09M 0.2% 112
2020
Q3
$766K Buy
3,024
+2,674
+764% +$677K 0.09% 193
2020
Q2
$48K Hold
350
0.01% 274
2020
Q1
$43K Hold
350
0.01% 281
2019
Q4
$53K Hold
350
0.01% 296
2019
Q3
$51K Buy
+350
New +$51K 0.01% 301
2018
Q2
Sell
-4,242
Closed -$1M 419
2018
Q1
$1M Buy
+4,242
New +$1M 0.12% 189