Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-10,200
Closed -$2.42M 43
2021
Q3
$2.42M Sell
10,200
-100
-1% -$23.7K 1.3% 27
2021
Q2
$2.51M Buy
10,300
+1,700
+20% +$415K 1.31% 29
2021
Q1
$1.89M Sell
8,600
-1,000
-10% -$220K 1.18% 26
2020
Q4
$2.44M Hold
9,600
1.46% 25
2020
Q3
$2.05M Buy
+9,600
New +$2.05M 1.32% 25