Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,301
Closed -$1.75M 203
2021
Q2
$1.75M Buy
+11,301
New +$1.75M 0.57% 48
2020
Q2
Sell
-3,200
Closed -$265K 99
2020
Q1
$265K Buy
+3,200
New +$265K 0.24% 67
2019
Q1
Sell
-1,836
Closed -$136K 480
2018
Q4
$136K Buy
+1,836
New +$136K 0.04% 167
2018
Q2
Sell
-500
Closed -$33K 189
2018
Q1
$33K Hold
500
0.02% 120
2017
Q4
$31K Buy
+500
New +$31K 0.02% 124