Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-26,596
Closed -$1.07M 869
2021
Q2
$1.07M Sell
26,596
-480
-2% -$19.2K 0.04% 405
2021
Q1
$1.12M Buy
+27,076
New +$1.12M 0.06% 327
2020
Q4
Sell
-27,475
Closed -$710K 510
2020
Q3
$710K Buy
+27,475
New +$710K 0.06% 260