Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-55,311
Closed -$2.94M 90
2021
Q2
$2.94M Sell
55,311
-14
-0% -$745 1.17% 37
2021
Q1
$2.16M Sell
55,325
-392
-0.7% -$15.3K 0.94% 42
2020
Q4
$2.72M Sell
55,717
-41,060
-42% -$2M 1.17% 38
2020
Q3
$2.05M Buy
+96,777
New +$2.05M 1.01% 39