Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,676
Closed -$952K 105
2020
Q4
$952K Sell
3,676
-227
-6% -$58.8K 0.56% 59
2020
Q3
$756K Sell
3,903
-1,279
-25% -$248K 0.78% 43
2020
Q2
$1.01M Buy
5,182
+563
+12% +$110K 1.18% 15
2020
Q1
$664K Buy
4,619
+182
+4% +$26.2K 0.99% 19
2019
Q4
$791K Sell
4,437
-941
-17% -$168K 0.75% 53
2019
Q3
$858K Sell
5,378
-223
-4% -$35.6K 0.89% 39
2019
Q2
$662K Buy
+5,601
New +$662K 0.69% 67