Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-13,373
Closed -$1.18M 145
2020
Q4
$1.18M Sell
13,373
-1,095
-8% -$96.2K 0.32% 45
2020
Q3
$1.12M Sell
14,468
-152,390
-91% -$11.8M 0.54% 38
2020
Q2
$10M Buy
+166,858
New +$10M 6.86% 4