Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-7,516
Closed -$489K 163
2021
Q1
$489K Sell
7,516
-51,234
-87% -$3.33M 0.07% 138
2020
Q4
$3.23M Buy
+58,750
New +$3.23M 0.51% 52