Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-47,500
Closed -$448K 843
2020
Q4
$448K Sell
47,500
-2,500
-5% -$23.6K 0.12% 143
2020
Q3
$354K Sell
50,000
-50,000
-50% -$354K 0.15% 126
2020
Q2
$690K Buy
+100,000
New +$690K 0.4% 63
2019
Q1
Sell
-100,000
Closed -$1.07M 747
2018
Q4
$1.07M Buy
+100,000
New +$1.07M 0.37% 43