Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$245K Buy
528
+3
+0.6% +$1.39K 0.02% 268
2021
Q3
$204K Buy
+525
New +$204K 0.02% 364
2019
Q1
Sell
-1,535
Closed -$440K 459
2018
Q4
$440K Sell
1,535
-14
-0.9% -$4.01K 0.05% 300
2018
Q3
$524K Buy
+1,549
New +$524K 0.05% 221
2018
Q1
Sell
-1,795
Closed -$445K 459
2017
Q4
$445K Buy
+1,795
New +$445K 0.05% 304