Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-861
Closed -$210K 394
2021
Q2
$210K Sell
861
-30
-3% -$7.32K 0.02% 353
2021
Q1
$222K Sell
891
-6,260
-88% -$1.56M 0.02% 306
2020
Q4
$1.64M Buy
7,151
+216
+3% +$49.7K 0.16% 96
2020
Q3
$1.76M Buy
+6,935
New +$1.76M 0.18% 91
2018
Q1
Sell
-33,251
Closed -$5.78M 409
2017
Q4
$5.78M Buy
+33,251
New +$5.78M 0.67% 52