Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-23,655
Closed -$2.03M 80
2021
Q1
$2.03M Sell
23,655
-1,416
-6% -$121K 1.31% 33
2020
Q4
$2.27M Sell
25,071
-307
-1% -$27.7K 1.42% 32
2020
Q3
$1.81M Buy
25,378
+404
+2% +$28.9K 1.28% 34
2020
Q2
$1.68M Buy
24,974
+617
+3% +$41.5K 1.43% 35
2020
Q1
$871K Buy
+24,357
New +$871K 0.81% 57