Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-55,622
Closed -$8.24M 9
2021
Q3
$8.24M Sell
55,622
-20,500
-27% -$3.04M 6.58% 9
2021
Q2
$17.3M Hold
76,122
12.18% 4
2021
Q1
$17.3M Buy
76,122
+387
+0.5% +$87.7K 14.72% 3
2020
Q4
$17.6M Buy
+75,735
New +$17.6M 15.27% 3