Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-31,673
Closed -$1.98M 114
2021
Q1
$1.98M Sell
31,673
-478
-1% -$29.9K 0.4% 48
2020
Q4
$2.47M Buy
32,151
+202
+0.6% +$15.5K 0.52% 40
2020
Q3
$1.72M Buy
+31,949
New +$1.72M 0.46% 38