Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-21,291
Closed -$3.06M 306
2021
Q1
$3.06M Buy
21,291
+2,022
+10% +$290K 0.46% 43
2020
Q4
$1.99M Buy
+19,269
New +$1.99M 0.33% 122
2019
Q3
Sell
-19,604
Closed -$1.52M 233
2019
Q2
$1.52M Buy
+19,604
New +$1.52M 0.37% 121
2017
Q4
Sell
-32,482
Closed -$2.4M 297
2017
Q3
$2.4M Buy
+32,482
New +$2.4M 0.32% 133