Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-29,469
Closed -$1.72M 360
2020
Q4
$1.72M Buy
29,469
+1,030
+4% +$60K 0.71% 34
2020
Q3
$1.31M Sell
28,439
-425
-1% -$19.6K 0.69% 21
2020
Q2
$1.28M Sell
28,864
-4,931
-15% -$219K 0.61% 28
2020
Q1
$1.11M Buy
+33,795
New +$1.11M 0.46% 88