Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-51,254
Closed -$1.78M 457
2021
Q3
$1.78M Buy
+51,254
New +$1.78M 0.45% 70
2021
Q1
Sell
-37,880
Closed -$3.18M 1078
2020
Q4
$3.18M Buy
+37,880
New +$3.18M 0.49% 40
2020
Q1
Sell
-2,529
Closed -$101K 1323
2019
Q4
$101K Buy
+2,529
New +$101K 0.01% 749