Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,335
Closed -$307K 210
2020
Q4
$307K Buy
1,335
+804
+151% +$185K 0.19% 122
2020
Q3
$135K Buy
+531
New +$135K 0.1% 154
2019
Q3
Sell
-4,869
Closed -$897K 136
2019
Q2
$897K Sell
4,869
-4,204
-46% -$774K 0.43% 72
2019
Q1
$1.72M Sell
9,073
-6,702
-42% -$1.27M 0.67% 47
2018
Q4
$3.07M Buy
15,775
+1,042
+7% +$203K 1.43% 16
2018
Q3
$3.05M Buy
14,733
+630
+4% +$131K 1.19% 25
2018
Q2
$2.6M Sell
14,103
-3,050
-18% -$563K 0.99% 32
2018
Q1
$2.89M Buy
+17,153
New +$2.89M 1.54% 22