Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-50,641
Closed -$1.31M 1477
2020
Q4
$1.31M Sell
50,641
-53,285
-51% -$1.38M 0.09% 274
2020
Q3
$2.05M Sell
103,926
-10,900
-9% -$215K 0.07% 517
2020
Q2
$2.64M Buy
114,826
+4,611
+4% +$106K 0.07% 511
2020
Q1
$2.54M Sell
110,215
-105,520
-49% -$2.43M 0.07% 491
2019
Q4
$4.82M Buy
215,735
+114,839
+114% +$2.57M 0.07% 485
2019
Q3
$2.08M Buy
100,896
+79,261
+366% +$1.64M 0.02% 556
2019
Q2
$347K Buy
+21,635
New +$347K 0.01% 830