Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-48,769
Closed -$4.21M 218
2021
Q3
$4.21M Buy
48,769
+145
+0.3% +$12.5K 0.52% 74
2021
Q2
$5.16M Sell
48,624
-909
-2% -$96.4K 0.63% 57
2021
Q1
$4.64M Sell
49,533
-4,997
-9% -$468K 0.59% 68
2020
Q4
$3.72M Sell
54,530
-2,265
-4% -$154K 0.49% 75
2020
Q3
$2.4M Buy
+56,795
New +$2.4M 0.33% 99