Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-28,650
Closed -$429K 457
2021
Q2
$429K Sell
28,650
-45,850
-62% -$687K 0.02% 181
2021
Q1
$1.23M Sell
74,500
-25,000
-25% -$413K 0.08% 115
2020
Q4
$1.69M Sell
99,500
-30,500
-23% -$518K 0.15% 50
2020
Q3
$4.83M Buy
+130,000
New +$4.83M 0.79% 22