Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-8,598
Closed -$1.2M 990
2021
Q1
$1.2M Sell
8,598
-122
-1% -$17K 0.01% 854
2020
Q4
$1.51M Sell
8,720
-7,070
-45% -$1.22M 0.01% 760
2020
Q3
$2.2M Sell
15,790
-3,548
-18% -$494K 0.01% 751
2020
Q2
$2.31M Buy
+19,338
New +$2.31M 0.01% 675