Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-21,710
Closed -$1.45M 230
2021
Q1
$1.45M Sell
21,710
-12,082
-36% -$804K 0.4% 133
2020
Q4
$2.14M Buy
+33,792
New +$2.14M 0.58% 97
2018
Q4
Sell
-26,478
Closed -$1.5M 197
2018
Q3
$1.5M Hold
26,478
0.61% 69
2018
Q2
$1.33M Buy
+26,478
New +$1.33M 0.65% 73