Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-55,095
Closed -$4.42M 262
2021
Q1
$4.42M Hold
55,095
0.85% 18
2020
Q4
$4.42M Buy
+55,095
New +$4.42M 0.85% 18
2017
Q4
Sell
-7,908
Closed -$609K 111
2017
Q3
$609K Buy
7,908
+763
+11% +$58.8K 0.4% 94
2017
Q2
$601K Buy
+7,145
New +$601K 0.49% 88