Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,347
Closed -$360K 182
2021
Q2
$360K Buy
+7,347
New +$360K 0.36% 111
2020
Q4
Sell
-10,990
Closed -$358K 691
2020
Q3
$358K Sell
10,990
-22,279
-67% -$726K 0.14% 249
2020
Q2
$1.24M Buy
+33,269
New +$1.24M 0.49% 46
2019
Q3
Sell
-20,291
Closed -$911K 1015
2019
Q2
$911K Sell
20,291
-5,168
-20% -$232K 0.17% 204
2019
Q1
$1.16M Buy
+25,459
New +$1.16M 0.21% 173