Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,227
Closed -$231K 1461
2020
Q4
$231K Sell
5,227
-13,073
-71% -$578K 0.02% 1140
2020
Q3
$345K Sell
18,300
-6,359
-26% -$120K 0.01% 1207
2020
Q2
$487K Buy
24,659
+103
+0.4% +$2.03K 0.01% 1183
2020
Q1
$500K Sell
24,556
-308
-1% -$6.27K 0.01% 1033
2019
Q4
$679K Buy
24,864
+9,717
+64% +$265K 0.01% 1157
2019
Q3
$299K Buy
+15,147
New +$299K ﹤0.01% 1277