Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-8,882
Closed -$500K 1630
2021
Q1
$500K Sell
8,882
-2,595
-23% -$146K 0.04% 521
2020
Q4
$732K Buy
+11,477
New +$732K 0.08% 317
2019
Q3
Sell
-27,640
Closed -$755K 1494
2019
Q2
$755K Buy
+27,640
New +$755K 0.04% 369