Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-11,514
Closed -$2.53M 176
2020
Q4
$2.53M Sell
11,514
-330
-3% -$72.4K 0.79% 45
2020
Q3
$2.01M Buy
11,844
+1,495
+14% +$254K 0.75% 49
2020
Q2
$1.94M Buy
10,349
+333
+3% +$62.5K 1.02% 42
2020
Q1
$1.87M Sell
10,016
-258
-3% -$48K 1.17% 38
2019
Q4
$2.1M Sell
10,274
-1,969
-16% -$402K 1.1% 41
2019
Q3
$1.83M Sell
12,243
-5,975
-33% -$892K 1.07% 44
2019
Q2
$2.95M Buy
18,218
+412
+2% +$66.8K 1.64% 19
2019
Q1
$2.86M Buy
+17,806
New +$2.86M 1.66% 21
2018
Q4
Sell
-11,623
Closed -$2.51M 106
2018
Q3
$2.51M Buy
+11,623
New +$2.51M 1.42% 31