Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,802
Closed -$3.59M 467
2021
Q2
$3.59M Sell
6,802
-222
-3% -$117K 0.28% 60
2021
Q1
$3.66M Buy
7,024
+3,447
+96% +$1.8M 0.31% 50
2020
Q4
$1.93M Buy
3,577
+3
+0.1% +$1.62K 0.18% 87
2020
Q3
$1.79M Buy
+3,574
New +$1.79M 0.19% 88