Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-9,003
Closed -$1.73M 97
2020
Q4
$1.73M Sell
9,003
-393
-4% -$75.3K 1.02% 31
2020
Q3
$2M Buy
9,396
+424
+5% +$90.3K 1.25% 28
2020
Q2
$2.13M Buy
8,972
+6,802
+313% +$1.62M 1.46% 21
2020
Q1
$376K Buy
+2,170
New +$376K 0.37% 49