Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-26
Closed -$574K 27
2020
Q4
$574K Sell
26
-6
-19% -$132K 0.07% 20
2020
Q3
$840K Hold
32
0.27% 17
2020
Q2
$879K Hold
32
0.3% 19
2020
Q1
$947K Sell
32
-73
-70% -$2.16M 0.43% 13
2019
Q4
$3.22M Hold
105
0.93% 20
2019
Q3
$3.82M Buy
+105
New +$3.82M 1.62% 15