Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-12,753
Closed -$1.02M 504
2021
Q2
$1.02M Buy
12,753
+435
+4% +$34.7K 0.37% 99
2021
Q1
$1.04M Buy
12,318
+221
+2% +$18.6K 0.41% 85
2020
Q4
$1.06M Buy
12,097
+325
+3% +$28.6K 0.44% 76
2020
Q3
$914K Buy
+11,772
New +$914K 0.43% 74
2018
Q3
Sell
-500
Closed -$19K 351
2018
Q2
$19K Hold
500
0.01% 222
2018
Q1
$20K Hold
500
0.01% 226
2017
Q4
$21K Buy
+500
New +$21K 0.02% 211