Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,694
Closed -$1.29M 84
2021
Q3
$1.29M Buy
4,694
+340
+8% +$93.4K 0.71% 61
2021
Q2
$1.67M Sell
4,354
-2,985
-41% -$1.14M 0.94% 49
2021
Q1
$2.36M Sell
7,339
-220
-3% -$70.6K 1.52% 23
2020
Q4
$2.55M Sell
7,559
-56
-0.7% -$18.9K 1.6% 24
2020
Q3
$3.58M Sell
7,615
-7,203
-49% -$3.39M 2.54% 6
2020
Q2
$3.76M Buy
14,818
+4
+0% +$1.01K 3.19% 3
2020
Q1
$2.17M Buy
+14,814
New +$2.17M 2.01% 13