Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-208,671
Closed -$7.08M 380
2020
Q4
$7.08M Buy
+208,671
New +$7.08M 1.16% 4
2020
Q2
Sell
-60,608
Closed -$1.34M 281
2020
Q1
$1.34M Buy
60,608
+6,955
+13% +$154K 0.42% 110
2019
Q4
$1.56M Buy
+53,653
New +$1.56M 0.34% 135