Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$1.5M Sell
10,233
-158
-2% -$23.2K 0.32% 76
2021
Q2
$1.73M Sell
10,391
-2
-0% -$332 0.37% 68
2021
Q1
$1.67M Buy
10,393
+164
+2% +$26.4K 0.39% 65
2020
Q4
$1.5M Sell
10,229
-61
-0.6% -$8.92K 0.37% 63
2020
Q3
$1.38M Sell
10,290
-120
-1% -$16.1K 0.39% 60
2020
Q2
$1.36M Sell
10,410
-2,556
-20% -$333K 0.42% 53
2020
Q1
$1.48M Buy
+12,966
New +$1.48M 0.61% 44