Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$700K Buy
12,160
+42
+0.3% +$2.42K 0.25% 68
2021
Q2
$767K Hold
12,118
0.27% 67
2021
Q1
$775K Hold
12,118
0.33% 59
2020
Q4
$673K Hold
12,118
0.3% 51
2020
Q3
$570K Hold
12,118
0.33% 48
2020
Q2
$494K Hold
12,118
0.27% 50
2020
Q1
$355K Sell
12,118
-427
-3% -$12.5K 0.22% 55
2019
Q4
$687K Hold
12,545
0.28% 51
2019
Q3
$598K Hold
12,545
0.25% 57
2019
Q2
$619K Buy
+12,545
New +$619K 0.26% 56