Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$2.23M Sell
11,037
-7,876
-42% -$1.59M 1.87% 15
2020
Q4
$3.37M Sell
18,913
-2,778
-13% -$494K 3.13% 4
2020
Q3
$2.64M Buy
21,691
+13,623
+169% +$1.66M 0.23% 42
2020
Q2
$857K Sell
8,068
-3,985
-33% -$423K 0.1% 102
2020
Q1
$464K Buy
12,053
+2,995
+33% +$115K 0.1% 151
2019
Q4
$401K Sell
9,058
-949
-9% -$42K 0.11% 172
2019
Q3
$566K Buy
10,007
+649
+7% +$36.7K 0.18% 100
2019
Q2
$574K Buy
9,358
+1,300
+16% +$79.7K 0.2% 92
2019
Q1
$542K Buy
+8,058
New +$542K 0.27% 76