Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,400
Closed -$1.29M 79
2020
Q4
$1.29M Sell
3,400
-500
-13% -$190K 0.71% 22
2020
Q3
$1.27M Buy
+3,900
New +$1.27M 0.75% 11
2019
Q4
Sell
-4,000
Closed -$1.06M 79
2019
Q3
$1.06M Hold
4,000
0.68% 40
2019
Q2
$1.05M Buy
+4,000
New +$1.05M 0.45% 65