Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-126,349
Closed -$6.44M 28
2020
Q4
$6.44M Sell
126,349
-1,919
-1% -$97.9K 2.48% 23
2020
Q3
$4.68M Buy
+128,268
New +$4.68M 2.05% 30
2020
Q2
Sell
-203,485
Closed -$5.68M 43
2020
Q1
$5.68M Buy
+203,485
New +$5.68M 1.92% 27