Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-48,816
Closed -$3.92M 343
2021
Q1
$3.92M Sell
48,816
-32,604
-40% -$2.62M 0.74% 56
2020
Q4
$4.33K Buy
81,420
+1,180
+1% +$63 0.01% 298
2020
Q3
$3.6M Buy
80,240
+2,410
+3% +$108K 1.02% 42
2020
Q2
$3.22K Buy
77,830
+3,850
+5% +$159 0.47% 55
2020
Q1
$2.67K Sell
73,980
-75,220
-50% -$2.71K 0.43% 62
2019
Q4
$6.9M Buy
+149,200
New +$6.9M 0.99% 34