Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-122,510
Closed -$4.26M 21
2020
Q4
$4.26M Sell
122,510
-55,137
-31% -$1.92M 2.02% 20
2020
Q3
$3.08M Buy
+177,647
New +$3.08M 1.54% 23
2020
Q1
Sell
-50,046
Closed -$1.06M 24
2019
Q4
$1.06M Buy
+50,046
New +$1.06M 0.46% 26