Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,336
Closed -$1.06M 182
2020
Q4
$1.06M Sell
8,336
-25
-0.3% -$3.17K 0.33% 103
2020
Q3
$853K Buy
8,361
+40
+0.5% +$4.08K 0.32% 97
2020
Q2
$728K Buy
8,321
+56
+0.7% +$4.9K 0.38% 81
2020
Q1
$662K Buy
8,265
+145
+2% +$11.6K 0.41% 77
2019
Q4
$769K Sell
8,120
-155
-2% -$14.7K 0.4% 80
2019
Q3
$649K Buy
8,275
+1,030
+14% +$80.8K 0.38% 77
2019
Q2
$589K Sell
7,245
-330
-4% -$26.8K 0.33% 81
2019
Q1
$610K Buy
+7,575
New +$610K 0.35% 77