Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,262
Closed -$758K 83
2021
Q3
$758K Sell
2,262
-307
-12% -$103K 0.7% 22
2021
Q2
$833K Buy
2,569
+1,096
+74% +$355K 0.67% 23
2021
Q1
$487K Buy
+1,473
New +$487K 0.48% 38