Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,690
Closed -$223K 254
2020
Q4
$223K Sell
1,690
-3,035
-64% -$400K 0.17% 162
2020
Q3
$565K Buy
+4,725
New +$565K 0.39% 55
2020
Q1
Sell
-5,475
Closed -$782K 80
2019
Q4
$782K Sell
5,475
-13,007
-70% -$1.86M 0.3% 76
2019
Q3
$2.14M Buy
+18,482
New +$2.14M 0.57% 54