Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-71,830
Closed -$1.75M 171
2021
Q1
$1.75M Buy
+71,830
New +$1.75M 1.31% 24
2020
Q3
Sell
-13,123
Closed -$306K 180
2020
Q2
$306K Hold
13,123
0.09% 141
2020
Q1
$320K Buy
13,123
+1,750
+15% +$42.7K 0.11% 126
2019
Q4
$429K Buy
+11,373
New +$429K 0.11% 129