Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-25,610
Closed -$526K 117
2020
Q4
$526K Sell
25,610
-2,377
-8% -$48.8K 0.35% 68
2020
Q3
$489K Sell
27,987
-100
-0.4% -$1.75K 0.37% 63
2020
Q2
$655K Sell
28,087
-731
-3% -$17K 0.55% 52
2020
Q1
$703K Buy
28,818
+142
+0.5% +$3.46K 0.77% 43
2019
Q4
$1.08M Buy
+28,676
New +$1.08M 0.97% 40