Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-11,283
Closed -$938K 56
2021
Q1
$938K Sell
11,283
-68
-0.6% -$5.65K 0.41% 36
2020
Q4
$1.13M Buy
+11,351
New +$1.13M 0.57% 25