Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,987
Closed -$311K 165
2021
Q3
$311K Sell
1,987
-18,981
-91% -$2.97M 0.05% 133
2021
Q2
$3.68M Sell
20,968
-907
-4% -$159K 0.58% 61
2021
Q1
$3.97M Buy
21,875
+355
+2% +$64.3K 0.63% 62
2020
Q4
$3.42M Buy
21,520
+1,357
+7% +$216K 0.57% 62
2020
Q3
$2.2M Buy
+20,163
New +$2.2M 0.39% 70