Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,333
Closed -$1M 36
2021
Q2
$1M Sell
3,333
-5,000
-60% -$1.5M 0.03% 29
2021
Q1
$2.5M Buy
+8,333
New +$2.5M 0.12% 36