Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$6.53M Sell
30,858
-11,321
-27% -$2.4M 0.74% 30
2020
Q4
$9.23M Buy
42,179
+76
+0.2% +$16.6K 0.98% 27
2020
Q3
$8.42M Sell
42,103
-1,935
-4% -$387K 1% 26
2020
Q2
$7.64M Buy
44,038
+5,260
+14% +$913K 0.87% 33
2020
Q1
$6.25M Sell
38,778
-1,221
-3% -$197K 0.92% 29
2019
Q4
$7.52M Buy
39,999
+2,128
+6% +$400K 0.85% 33
2019
Q3
$6.51M Buy
+37,871
New +$6.51M 0.78% 35