Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-17,394
Closed -$3.1M 416
2020
Q4
$3.1M Buy
17,394
+634
+4% +$113K 0.05% 407
2020
Q3
$2.04M Sell
16,760
-48,275
-74% -$5.87M 0.04% 507
2020
Q2
$6.91M Buy
65,035
+2,012
+3% +$214K 0.14% 130
2020
Q1
$2.42M Hold
63,023
0.06% 345
2019
Q4
$2.79M Sell
63,023
-149
-0.2% -$6.6K 0.05% 421
2019
Q3
$3.57M Buy
+63,172
New +$3.57M 0.07% 292