Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,772
Closed -$1.05M 456
2020
Q4
$1.05M Sell
8,772
-21
-0.2% -$2.51K 0.04% 172
2020
Q3
$727K Buy
8,793
+4,647
+112% +$384K 0.04% 201
2020
Q2
$323K Buy
+4,146
New +$323K 0.02% 296
2019
Q3
Sell
-2,469
Closed -$217K 473
2019
Q2
$217K Buy
+2,469
New +$217K 0.01% 395