Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-17,130
Closed -$1.79M 175
2021
Q3
$1.79M Buy
17,130
+1,567
+10% +$164K 0.23% 55
2021
Q2
$1.81M Sell
15,563
-501
-3% -$58.4K 0.22% 53
2021
Q1
$1.64M Buy
16,064
+2,926
+22% +$298K 0.2% 56
2020
Q4
$1.38M Buy
+13,138
New +$1.38M 0.18% 47