Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-81,269
Closed -$3.05M 425
2021
Q1
$3.05M Sell
81,269
-1,458
-2% -$54.6K 0.46% 44
2020
Q4
$1.94M Buy
+82,727
New +$1.94M 0.32% 127
2019
Q4
Sell
-204,999
Closed -$2.75M 314
2019
Q3
$2.75M Buy
+204,999
New +$2.75M 0.73% 26