Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$1.75M Sell
26,057
-3,156
-11% -$211K 0.65% 57
2021
Q2
$2.4M Sell
29,213
-548
-2% -$45K 0.89% 43
2021
Q1
$2.38M Sell
29,761
-420
-1% -$33.6K 0.73% 48
2020
Q4
$2.58M Buy
30,181
+8,753
+41% +$748K 0.86% 40
2020
Q3
$1.51M Buy
+21,428
New +$1.51M 0.6% 57
2015
Q2
$791K Buy
+12,041
New +$791K 0.5% 60
2014
Q4
$772K Buy
+10,951
New +$772K 0.27% 106