Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,731
Closed -$1.83M 548
2021
Q2
$1.83M Sell
4,731
-1,607
-25% -$622K 0.08% 154
2021
Q1
$2.04M Sell
6,338
-446
-7% -$143K 0.07% 169
2020
Q4
$2.29M Buy
+6,784
New +$2.29M 0.07% 172