Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-28,241
Closed -$2.42M 544
2021
Q3
$2.42M Sell
28,241
-12,668
-31% -$1.09M 0.02% 208
2021
Q2
$4M Buy
40,909
+8,356
+26% +$817K 0.04% 164
2021
Q1
$3.02M Buy
32,553
+14,134
+77% +$1.31M 0.03% 182
2020
Q4
$1.7M Buy
18,419
+8,542
+86% +$787K 0.02% 231
2020
Q3
$720K Buy
9,877
+2,120
+27% +$155K 0.01% 284
2020
Q2
$500K Buy
+7,757
New +$500K 0.01% 321