Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-20,766
Closed -$2.09M 135
2020
Q4
$2.09M Sell
20,766
-1,212
-6% -$122K 0.38% 67
2020
Q3
$1.07M Sell
21,978
-2,955
-12% -$144K 0.25% 75
2020
Q2
$1.02M Buy
24,933
+689
+3% +$28.1K 0.23% 71
2020
Q1
$373K Sell
24,244
-2,084
-8% -$32.1K 0.1% 76
2019
Q4
$595K Buy
+26,328
New +$595K 0.12% 71