Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,990
Closed -$441K 92
2021
Q1
$441K Sell
3,990
-34,069
-90% -$3.77M 0.04% 76
2020
Q4
$4.37M Sell
38,059
-1,890
-5% -$217K 0.34% 63
2020
Q3
$4.23M Buy
39,949
+5,700
+17% +$604K 0.34% 62
2020
Q2
$3.41M Sell
34,249
-3,432
-9% -$342K 0.28% 67
2020
Q1
$3.08M Buy
37,681
+11,269
+43% +$921K 0.27% 50
2019
Q4
$2.64M Buy
+26,412
New +$2.64M 0.17% 45