Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-32
Closed -$5K 221
2020
Q4
$5K Sell
32
-18,504
-100% -$2.89M ﹤0.01% 177
2020
Q3
$3.07M Sell
18,536
-8,376
-31% -$1.39M 1.51% 23
2020
Q2
$3.69M Buy
26,912
+628
+2% +$86.1K 2.1% 16
2020
Q1
$3.09M Buy
26,284
+780
+3% +$91.8K 2.64% 14
2019
Q4
$3.38M Buy
+25,504
New +$3.38M 2.78% 10