Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,000
Closed -$1.71M 35
2021
Q2
$1.71M Hold
7,000
0.97% 23
2021
Q1
$1.54M Hold
7,000
0.68% 21
2020
Q4
$1.78M Buy
7,000
+2,000
+40% +$509K 0.58% 27
2020
Q3
$1.07M Buy
+5,000
New +$1.07M 0.46% 32