Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-27,074
Closed -$3.11M 107
2020
Q4
$3.11M Buy
27,074
+958
+4% +$110K 1.37% 30
2020
Q3
$2.77M Buy
+26,116
New +$2.77M 1.38% 27
2013
Q3
Sell
-85,541
Closed -$4.53M 104
2013
Q2
$4.53M Buy
+85,541
New +$4.53M 1.21% 37