Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,383
Closed -$827K 877
2021
Q3
$827K Buy
5,383
+32
+0.6% +$4.92K 0.01% 400
2021
Q2
$1.09M Buy
5,351
+272
+5% +$55.5K 0.02% 325
2021
Q1
$1.11M Buy
5,079
+43
+0.9% +$9.36K 0.02% 285
2020
Q4
$1.09M Buy
+5,036
New +$1.09M 0.02% 270
2019
Q1
Hold
0
478
2018
Q4
Hold
0
411
2018
Q3
Sell
-5,027
Closed -$1.22M 428
2018
Q2
$1.22M Buy
+5,027
New +$1.22M 0.14% 89