Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,447
Closed -$377K 48
2020
Q4
$377K Sell
2,447
-1,889
-44% -$291K 0.13% 53
2020
Q3
$503K Sell
4,336
-159
-4% -$18.4K 0.21% 68
2020
Q2
$569K Buy
4,495
+2,048
+84% +$259K 0.29% 51
2020
Q1
$273K Hold
2,447
0.18% 47
2019
Q4
$381K Buy
+2,447
New +$381K 0.24% 40