Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-8,250
Closed -$2.16M 175
2021
Q3
$2.16M Sell
8,250
-250
-3% -$65.5K 0.18% 96
2021
Q2
$2.17M Sell
8,500
-850
-9% -$217K 0.17% 92
2021
Q1
$2.31M Buy
9,350
+3,350
+56% +$826K 0.19% 90
2020
Q4
$1.5M Buy
6,000
+1,000
+20% +$249K 0.13% 99
2020
Q3
$1.07M Buy
+5,000
New +$1.07M 0.11% 95