Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-23,359
Closed -$2.61M 189
2021
Q3
$2.61M Sell
23,359
-9,310
-28% -$1.04M 0.26% 63
2021
Q2
$3.93M Sell
32,669
-3,060
-9% -$368K 0.4% 52
2021
Q1
$4.23M Buy
35,729
+1,716
+5% +$203K 0.49% 49
2020
Q4
$3.71M Buy
34,013
+349
+1% +$38.1K 0.46% 51
2020
Q3
$2.73M Buy
+33,664
New +$2.73M 0.43% 48