Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-18,668
Closed -$1.61M 277
2021
Q3
$1.61M Buy
18,668
+3,202
+21% +$276K 0.21% 118
2021
Q2
$1.64M Buy
+15,466
New +$1.64M 0.21% 139
2020
Q2
Sell
-39,358
Closed -$2.53M 138
2020
Q1
$2.53M Hold
39,358
0.91% 39
2019
Q4
$2.53M Buy
+39,358
New +$2.53M 0.91% 39