Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-33,654
Closed -$2.21M 347
2020
Q4
$2.21M Buy
+33,654
New +$2.21M 0.23% 105
2019
Q1
Sell
-22,673
Closed -$1.35M 403
2018
Q4
$1.35M Buy
22,673
+12,175
+116% +$723K 0.16% 143
2018
Q3
$900K Sell
10,498
-5,122
-33% -$439K 0.1% 198
2018
Q2
$1.22M Buy
+15,620
New +$1.22M 0.16% 149