Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$510K Sell
3,074
-4,100
-57% -$680K 0.02% 257
2021
Q1
$1.16M Buy
+7,174
New +$1.16M 0.04% 183
2013
Q3
$1.64M Buy
16,401
+1,535
+10% +$153K 0.23% 46
2013
Q2
$1.36M Buy
+14,866
New +$1.36M 0.2% 48