Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Hold
0
687
2021
Q3
Sell
-1,274
Closed -$1.59M 565
2021
Q2
$1.59M Buy
1,274
+581
+84% +$726K 0.01% 342
2021
Q1
$795K Buy
+693
New +$795K ﹤0.01% 397
2018
Q2
Sell
-244
Closed -$614K 1136
2018
Q1
$614K Buy
+244
New +$614K ﹤0.01% 689
2015
Q4
Sell
-1,670
Closed -$1.8M 1077
2015
Q3
$1.8M Buy
+1,670
New +$1.8M 0.02% 370