Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-40,606
Closed -$4.89M 62
2020
Q4
$4.89M Buy
40,606
+28,368
+232% +$3.41M 0.5% 33
2020
Q3
$1.42M Buy
+12,238
New +$1.42M 0.3% 54
2019
Q4
Sell
-14,435
Closed -$2.01M 244
2019
Q3
$2.01M Sell
14,435
-12,447
-46% -$1.73M 0.25% 78
2019
Q2
$3.54M Sell
26,882
-8,682
-24% -$1.14M 0.26% 92
2019
Q1
$4.8M Buy
+35,564
New +$4.8M 0.48% 44
2018
Q1
Sell
-23,102
Closed -$3.39M 227
2017
Q4
$3.39M Buy
+23,102
New +$3.39M 1.45% 13