Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-22,979
Closed -$1.61M 417
2021
Q2
$1.61M Sell
22,979
-363
-2% -$25.5K 0.02% 279
2021
Q1
$1.43M Sell
23,342
-15,759
-40% -$965K 0.02% 276
2020
Q4
$1.97M Buy
+39,101
New +$1.97M 0.03% 319