Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-22,572
Closed -$1.09M 519
2021
Q3
$1.09M Buy
22,572
+5,382
+31% +$259K 0.06% 138
2021
Q2
$968K Buy
17,190
+1,303
+8% +$73.4K 0.07% 111
2021
Q1
$1.33M Buy
15,887
+5,696
+56% +$478K 0.19% 76
2020
Q4
$944K Buy
+10,191
New +$944K 0.11% 77