Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,436
Closed -$1.64M 79
2021
Q1
$1.64M Buy
4,436
+661
+18% +$245K 0.89% 26
2020
Q4
$1.62M Sell
3,775
-1,264
-25% -$541K 0.87% 20
2020
Q3
$1.57M Buy
5,039
+68
+1% +$21.2K 1.05% 14
2020
Q2
$1.54M Buy
4,971
+2,444
+97% +$757K 1.24% 13
2020
Q1
$510K Buy
2,527
+288
+13% +$58.1K 0.68% 30
2019
Q4
$639K Buy
+2,239
New +$639K 0.69% 32