Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-6,375
Closed -$3.67M 62
2021
Q3
$3.67M Sell
6,375
-1,005
-14% -$579K 1.92% 16
2021
Q2
$4.32M Sell
7,380
-2,615
-26% -$1.53M 2.18% 13
2021
Q1
$4.75M Buy
9,995
+3,625
+57% +$1.72M 2.1% 11
2020
Q4
$3.19M Buy
+6,370
New +$3.19M 1.88% 16
2020
Q2
Sell
-5,840
Closed -$1.86M 44
2020
Q1
$1.86M Buy
+5,840
New +$1.86M 1.54% 26