Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$796K Buy
29,111
+24,409
+519% +$667K 0.04% 313
2021
Q2
$629K Buy
4,702
+475
+11% +$63.5K 0.03% 370
2021
Q1
$103K Buy
+4,227
New +$103K 0.01% 754
2020
Q2
Sell
-11,221
Closed -$276K 477
2020
Q1
$276K Buy
11,221
+3,223
+40% +$79.3K 0.04% 285
2019
Q4
$302K Sell
7,998
-1,011
-11% -$38.2K 0.06% 260
2019
Q3
$343K Buy
9,009
+3,205
+55% +$122K 0.07% 245
2019
Q2
$238K Sell
5,804
-6,636
-53% -$272K 0.11% 184
2019
Q1
$535K Sell
12,440
-19,364
-61% -$833K 0.1% 164
2018
Q4
$1.17M Buy
+31,804
New +$1.17M 0.25% 89