Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$290K Sell
1,335
-1,030
-44% -$224K 0.08% 197
2020
Q4
$511K Hold
2,365
0.14% 139
2020
Q3
$299K Sell
2,365
-200
-8% -$25.3K 0.09% 171
2020
Q2
$308K Buy
+2,565
New +$308K 0.1% 155
2020
Q1
Sell
-7,955
Closed -$1.01M 190
2019
Q4
$1.01M Sell
7,955
-614
-7% -$77.6K 0.35% 78
2019
Q3
$881K Buy
8,569
+3,286
+62% +$338K 0.33% 85
2019
Q2
$620K Sell
5,283
-142
-3% -$16.7K 0.23% 98
2019
Q1
$894K Sell
5,425
-100
-2% -$16.5K 0.33% 83
2018
Q4
$876K Buy
+5,525
New +$876K 0.36% 80