Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,738
Closed -$309K 190
2020
Q4
$309K Sell
1,738
-12
-0.7% -$2.13K 0.05% 146
2020
Q3
$213K Sell
1,750
-487
-22% -$59.3K 0.04% 148
2020
Q2
$238K Buy
+2,237
New +$238K 0.05% 148
2019
Q2
Sell
-27,969
Closed -$1.88M 125
2019
Q1
$1.88M Buy
+27,969
New +$1.88M 0.53% 73