Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-9,468
Closed -$1.33M 69
2021
Q2
$1.33M Sell
9,468
-586
-6% -$82.1K 0.24% 33
2021
Q1
$1.28M Sell
10,054
-94
-0.9% -$12K 0.24% 33
2020
Q4
$1.22M Hold
10,148
0.26% 35
2020
Q3
$1.18M Hold
10,148
0.28% 32
2020
Q2
$1.17M Sell
10,148
-292
-3% -$33.7K 0.3% 32
2020
Q1
$1.11M Sell
10,440
-241
-2% -$25.6K 0.34% 31
2019
Q4
$1.43M Buy
+10,681
New +$1.43M 0.36% 31