Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-28,200
Closed -$1.58M 35
2021
Q3
$1.58M Sell
28,200
-23,265
-45% -$1.3M 0.27% 31
2021
Q2
$2.94M Sell
51,465
-5,610
-10% -$320K 0.49% 27
2021
Q1
$3.09M Buy
57,075
+1,875
+3% +$101K 0.54% 27
2020
Q4
$2.89M Sell
55,200
-206,111
-79% -$10.8M 0.62% 25
2020
Q3
$12.1M Sell
261,311
-126,958
-33% -$5.87M 3% 21
2020
Q2
$15.1M Sell
388,269
-8,792
-2% -$343K 4.02% 10
2020
Q1
$13.7M Sell
397,061
-109,588
-22% -$3.77M 4.96% 4
2019
Q4
$22.8M Buy
506,649
+79,772
+19% +$3.59M 5.39% 2
2019
Q3
$19.2M Buy
426,877
+20,201
+5% +$911K 4.54% 5
2019
Q2
$17.2M Sell
406,676
-274,506
-40% -$11.6M 3.98% 6
2019
Q1
$27.2M Sell
681,182
-85,892
-11% -$3.43M 4.34% 6
2018
Q4
$26.1M Sell
767,074
-66,975
-8% -$2.28M 4.44% 4
2018
Q3
$29.5M Sell
834,049
-100,951
-11% -$3.57M 3.9% 7
2018
Q2
$30.7M Sell
935,000
-12,440
-1% -$408K 3.86% 7
2018
Q1
$32.4M Buy
947,440
+23,625
+3% +$807K 3.77% 9
2017
Q4
$37M Buy
923,815
+50,355
+6% +$2.02M 3.31% 6
2017
Q3
$33.6M Buy
+873,460
New +$33.6M 2.82% 9