Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,558
Closed -$191K 394
2020
Q4
$191K Sell
10,558
-486
-4% -$8.79K 0.01% 403
2020
Q3
$192K Buy
+11,044
New +$192K 0.01% 380
2020
Q2
Sell
-14,372
Closed -$202K 392
2020
Q1
$202K Sell
14,372
-3,761
-21% -$52.9K 0.02% 338
2019
Q4
$304K Sell
18,133
-5,106
-22% -$85.6K 0.02% 323
2019
Q3
$399K Buy
23,239
+1,928
+9% +$33.1K 0.03% 273
2019
Q2
$374K Buy
+21,311
New +$374K 0.02% 286