Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,312
Closed -$881K 125
2021
Q3
$881K Sell
4,312
-2,369
-35% -$484K 0.41% 64
2021
Q2
$1.38M Sell
6,681
-300
-4% -$61.9K 0.47% 75
2021
Q1
$1.33M Sell
6,981
-1,136
-14% -$216K 0.48% 81
2020
Q4
$1.51M Buy
+8,117
New +$1.51M 0.74% 83