Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,274
Closed -$1.09M 169
2021
Q1
$1.09M Sell
5,274
-42
-0.8% -$8.65K 0.29% 57
2020
Q4
$915K Buy
5,316
+83
+2% +$14.3K 0.33% 55
2020
Q3
$636K Buy
+5,233
New +$636K 0.26% 62