Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$3.37M Sell
71,200
-17,852
-20% -$845K 0.04% 281
2021
Q1
$3.22M Sell
89,052
-19,200
-18% -$695K 0.04% 301
2020
Q4
$2.57M Buy
108,252
+7,600
+8% +$180K 0.03% 317
2020
Q3
$1.82M Buy
100,652
+400
+0.4% +$7.24K 0.02% 335
2020
Q2
$1.42M Hold
100,252
0.02% 619
2020
Q1
$1.08M Buy
+100,252
New +$1.08M 0.02% 638