Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,352
Closed -$1.6M 95
2021
Q1
$1.6M Buy
5,352
+2,519
+89% +$752K 0.11% 37
2020
Q4
$822K Buy
+2,833
New +$822K 0.06% 53