Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-128,955
Closed -$4.23M 121
2021
Q1
$4.23M Buy
128,955
+9,169
+8% +$301K 0.75% 47
2020
Q4
$4.87M Buy
+119,786
New +$4.87M 0.59% 49