Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,089
Closed -$556K 54
2021
Q2
$556K Sell
11,089
-7,687
-41% -$385K 1.88% 26
2021
Q1
$1.02M Buy
+18,776
New +$1.02M 4.26% 5
2020
Q1
Sell
-87,849
Closed -$2.61M 40
2019
Q4
$2.61M Buy
+87,849
New +$2.61M 1.46% 29