Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$383K Sell
1,810
-4,254
-70% -$900K 0.23% 105
2020
Q4
$1.33M Hold
6,064
0.8% 39
2020
Q3
$1.21M Sell
6,064
-3,495
-37% -$699K 0.82% 39
2020
Q2
$1.85M Buy
9,559
+995
+12% +$192K 1.04% 24
2020
Q1
$1.38M Buy
8,564
+3,045
+55% +$491K 0.96% 26
2019
Q4
$1.04M Buy
5,519
+1,915
+53% +$360K 0.54% 59
2019
Q3
$620K Buy
3,604
+1,890
+110% +$325K 0.32% 85
2019
Q2
$297K Buy
+1,714
New +$297K 0.17% 118