Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,898
Closed -$1.13M 93
2021
Q2
$1.13M Buy
7,898
+124
+2% +$17.7K 0.45% 42
2021
Q1
$1.03M Sell
7,774
-236
-3% -$31.3K 0.45% 46
2020
Q4
$1.22M Buy
8,010
+45
+0.6% +$6.85K 0.52% 43
2020
Q3
$937K Buy
7,965
+236
+3% +$27.8K 0.46% 44
2020
Q2
$705K Sell
7,729
-34,514
-82% -$3.15M 0.4% 42
2020
Q1
$2.86M Buy
42,243
+16,943
+67% +$1.15M 2.44% 17
2019
Q4
$2.23M Buy
+25,300
New +$2.23M 1.84% 22