Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$985K Buy
16,980
+162
+1% +$9.4K 0.43% 59
2021
Q2
$936K Buy
16,818
+180
+1% +$10K 0.39% 68
2021
Q1
$843K Buy
16,638
+3,617
+28% +$183K 0.39% 74
2020
Q4
$500K Buy
+13,021
New +$500K 0.22% 129