Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$355K Buy
2,394
+33
+1% +$4.89K 0.03% 206
2021
Q3
$429K Buy
2,361
+1,135
+93% +$206K 0.03% 176
2021
Q2
$209K Buy
+1,226
New +$209K 0.02% 359
2020
Q1
Sell
-14,856
Closed -$879K 524
2019
Q4
$879K Buy
14,856
+937
+7% +$55.4K 0.08% 149
2019
Q3
$828K Buy
+13,919
New +$828K 0.08% 134
2018
Q1
Sell
-11,985
Closed -$711K 475
2017
Q4
$711K Buy
+11,985
New +$711K 0.08% 134