Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.6M Hold
30,973
0.94% 30
2020
Q4
$1.39M Hold
30,973
0.84% 36
2020
Q3
$1.22M Sell
30,973
-2,726
-8% -$107K 0.82% 37
2020
Q2
$1.57M Sell
33,699
-1,175
-3% -$54.8K 0.89% 31
2020
Q1
$1.37M Buy
34,874
+8,675
+33% +$341K 0.95% 27
2019
Q4
$1.26M Hold
26,199
0.66% 46
2019
Q3
$1.29M Buy
26,199
+1,080
+4% +$53.3K 0.67% 42
2019
Q2
$1.38M Buy
+25,119
New +$1.38M 0.77% 59