Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-14,083
Closed -$385K 127
2021
Q3
$385K Sell
14,083
-24,956
-64% -$682K 0.23% 99
2021
Q2
$1.18M Sell
39,039
-19,520
-33% -$590K 0.59% 39
2021
Q1
$1.86M Sell
58,559
-53,770
-48% -$1.71M 1.02% 25
2020
Q4
$2.76M Buy
+112,329
New +$2.76M 2.21% 11