Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-9,010
Closed -$1.15M 71
2021
Q1
$1.15M Sell
9,010
-201
-2% -$25.6K 0.89% 40
2020
Q4
$1.11M Sell
9,211
-642
-7% -$77.2K 0.93% 41
2020
Q3
$1.15M Buy
9,853
+295
+3% +$34.3K 1.08% 33
2020
Q2
$1.1M Buy
9,558
+181
+2% +$20.9K 1.14% 26
2020
Q1
$994K Buy
+9,377
New +$994K 1.41% 23