Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-53,373
Closed -$2.38M 1640
2021
Q2
$2.38M Sell
53,373
-71,631
-57% -$3.2M 0.05% 339
2021
Q1
$5.35M Buy
125,004
+79,772
+176% +$3.41M 0.17% 157
2020
Q4
$1.47M Buy
+45,232
New +$1.47M 0.05% 281