Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-56,612
Closed -$1.52M 98
2021
Q1
$1.52M Sell
56,612
-13,549
-19% -$363K 1.13% 22
2020
Q4
$1.65M Buy
+70,161
New +$1.65M 1.27% 22