Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-32,940
Closed -$1.54M 368
2021
Q1
$1.54M Sell
32,940
-11,601
-26% -$541K 0.05% 313
2020
Q4
$1.98M Sell
44,541
-219
-0.5% -$9.73K 0.08% 284
2020
Q3
$1.8M Buy
44,760
+6,364
+17% +$256K 0.09% 264
2020
Q2
$1.39M Buy
38,396
+4,701
+14% +$170K 0.07% 279
2020
Q1
$1.09M Buy
+33,695
New +$1.09M 0.06% 289