Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,799
Closed -$1.77M 759
2021
Q1
$1.77M Sell
6,799
-1,086
-14% -$283K 0.04% 212
2020
Q4
$1.79M Buy
7,885
+4,675
+146% +$1.06M 0.04% 168
2020
Q3
$748K Buy
+3,210
New +$748K 0.03% 257