Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,154
Closed -$134K 2620
2020
Q4
$134K Buy
+3,154
New +$134K ﹤0.01% 1176
2020
Q3
Hold
0
2059
2020
Q2
Hold
0
2007
2020
Q1
Sell
-6,662
Closed -$266K 1900
2019
Q4
$266K Buy
6,662
+4,426
+198% +$177K ﹤0.01% 664
2019
Q3
$88K Sell
2,236
-77,001
-97% -$3.03M ﹤0.01% 877
2019
Q2
$3.42M Buy
+79,237
New +$3.42M 0.02% 175
2019
Q1
Sell
-35,342
Closed -$1.9M 2014
2018
Q4
$1.9M Sell
35,342
-7,292
-17% -$391K 0.01% 267
2018
Q3
$2.96M Buy
+42,634
New +$2.96M 0.01% 194