Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,384
Closed -$344K 887
2020
Q4
$344K Sell
3,384
-32,461
-91% -$3.3M 0.01% 439
2020
Q3
$3.02M Sell
35,845
-10,204
-22% -$858K 0.06% 95
2020
Q2
$2.99M Sell
46,049
-29,313
-39% -$1.9M 0.06% 103
2020
Q1
$4.91M Sell
75,362
-23,048
-23% -$1.5M 0.1% 82
2019
Q4
$7.75M Buy
98,410
+20,314
+26% +$1.6M 0.11% 75
2019
Q3
$6.22M Buy
+78,096
New +$6.22M 0.09% 99