Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,545
Closed -$1.88M 709
2021
Q2
$1.88M Sell
20,545
-24,099
-54% -$2.21M 0.03% 307
2021
Q1
$4.06M Sell
44,644
-1,081
-2% -$98.3K 0.07% 182
2020
Q4
$3.51M Buy
+45,725
New +$3.51M 0.07% 180