Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-8,355
Closed -$1.24M 49
2021
Q3
$1.24M Sell
8,355
-1,430
-15% -$212K 0.85% 40
2021
Q2
$2.22M Sell
9,785
-745
-7% -$169K 1.48% 35
2021
Q1
$2.39M Sell
10,530
-165
-2% -$37.4K 1.62% 34
2020
Q4
$2.49M Buy
+10,695
New +$2.49M 1.72% 29