Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$56K Sell
1,341
-8,931
-87% -$373K ﹤0.01% 217
2021
Q2
$456K Sell
10,272
-114,070
-92% -$5.06M 0.02% 217
2021
Q1
$5.8M Sell
124,342
-23,013
-16% -$1.07M 0.26% 129
2020
Q4
$5.71M Sell
147,355
-102,181
-41% -$3.96M 0.22% 132
2020
Q3
$7.19M Sell
249,536
-42,814
-15% -$1.23M 0.19% 135
2020
Q2
$7.83M Sell
292,350
-180,874
-38% -$4.85M 0.18% 132
2020
Q1
$11.1M Buy
473,224
+1,324
+0.3% +$31.1K 0.19% 127
2019
Q4
$13.9M Sell
471,900
-5,342
-1% -$158K 0.17% 136
2019
Q3
$13.4M Buy
477,242
+1,248
+0.3% +$34.9K 0.18% 127
2019
Q2
$14.1M Buy
+475,994
New +$14.1M 0.19% 127