Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-42,936
Closed -$2.03M 523
2021
Q1
$2.03M Buy
42,936
+13,636
+47% +$643K 0.23% 88
2020
Q4
$1.1M Buy
+29,300
New +$1.1M 0.13% 118