Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$780K Hold
5,047
0.55% 49
2021
Q1
$671K Buy
5,047
+25
+0.5% +$3.32K 0.49% 49
2020
Q4
$677K Buy
+5,022
New +$677K 0.55% 46