Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-37,407
Closed -$1.84M 246
2020
Q4
$1.84M Sell
37,407
-552
-1% -$27.1K 0.08% 84
2020
Q3
$1.05M Buy
37,959
+30
+0.1% +$827 0.05% 105
2020
Q2
$1.25M Hold
37,929
0.07% 93
2020
Q1
$1.02M Hold
37,929
0.08% 96
2019
Q4
$1.63M Sell
37,929
-5,841
-13% -$251K 0.1% 91
2019
Q3
$1.79M Buy
+43,770
New +$1.79M 0.12% 80