Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-37,492
Closed -$2.44M 201
2021
Q2
$2.44M Sell
37,492
-437
-1% -$28.4K 0.67% 53
2021
Q1
$2.35M Buy
37,929
+353
+0.9% +$21.9K 0.7% 52
2020
Q4
$2.39M Buy
37,576
+830
+2% +$52.8K 0.75% 51
2020
Q3
$1.7M Buy
+36,746
New +$1.7M 0.63% 57