Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-28,386
Closed -$1.05M 403
2020
Q4
$1.05M Sell
28,386
-613
-2% -$22.8K 0.04% 170
2020
Q3
$995K Buy
28,999
+15,324
+112% +$526K 0.05% 159
2020
Q2
$381K Buy
+13,675
New +$381K 0.02% 262
2019
Q4
Sell
-7,369
Closed -$201K 433
2019
Q3
$201K Sell
7,369
-294
-4% -$8.02K 0.01% 416
2019
Q2
$203K Buy
+7,663
New +$203K 0.01% 403