Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.33M Sell
10,413
-2,944
-22% -$375K 0.78% 40
2020
Q4
$1.61M Hold
13,357
0.97% 28
2020
Q3
$1.55M Sell
13,357
-1,418
-10% -$165K 1.05% 23
2020
Q2
$1.71M Buy
14,775
+115
+0.8% +$13.3K 0.96% 26
2020
Q1
$1.56M Sell
14,660
-1,925
-12% -$204K 1.08% 20
2019
Q4
$2.13M Hold
16,585
1.11% 21
2019
Q3
$2.31M Buy
16,585
+10,162
+158% +$1.41M 1.19% 20
2019
Q2
$847K Buy
+6,423
New +$847K 0.47% 79