Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,000
Closed -$1.31M 54
2021
Q1
$1.31M Buy
+6,000
New +$1.31M 0.45% 42
2020
Q1
Sell
-8,274
Closed -$1.05M 25
2019
Q4
$1.05M Buy
+8,274
New +$1.05M 0.02% 17
2019
Q2
Sell
-9,614
Closed -$1.59M 93
2019
Q1
$1.59M Hold
9,614
0.14% 27
2018
Q4
$1.53M Hold
9,614
0.25% 20
2018
Q3
$2.2M Buy
9,614
+6,244
+185% +$1.43M 1.22% 16
2018
Q2
$819K Hold
3,370
0.46% 39
2018
Q1
$752K Buy
+3,370
New +$752K 0.62% 24