Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,860
Closed -$299K 553
2020
Q4
$299K Buy
+5,860
New +$299K 0.12% 287
2020
Q1
Sell
-47,892
Closed -$1.42M 719
2019
Q4
$1.42M Sell
47,892
-65,520
-58% -$1.95M 0.27% 113
2019
Q3
$3.46M Buy
+113,412
New +$3.46M 0.63% 2