Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-9,482
Closed -$360K 73
2021
Q1
$360K Sell
9,482
-36,031
-79% -$1.37M 0.21% 70
2020
Q4
$1.32M Buy
45,513
+1,689
+4% +$48.9K 0.86% 53
2020
Q3
$1.5M Buy
+43,824
New +$1.5M 1.05% 46