Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-20,568
Closed -$506K 425
2020
Q4
$506K Buy
+20,568
New +$506K 0.2% 179
2019
Q4
Sell
-71,910
Closed -$1.36M 749
2019
Q3
$1.36M Buy
+71,910
New +$1.36M 0.25% 97
2019
Q2
Sell
-27,425
Closed -$533K 832
2019
Q1
$533K Buy
27,425
+13,003
+90% +$253K 0.1% 376
2018
Q4
$295K Buy
+14,422
New +$295K 0.07% 498