Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$1.18M Sell
8,103
-194
-2% -$28.2K 0.56% 35
2021
Q2
$1.28M Sell
8,297
-273
-3% -$42.1K 0.59% 34
2021
Q1
$1.14M Buy
8,570
+118
+1% +$15.7K 0.56% 36
2020
Q4
$1.2M Buy
+8,452
New +$1.2M 0.48% 42
2020
Q3
Sell
-6,293
Closed -$617K 77
2020
Q2
$617K Buy
+6,293
New +$617K 0.33% 57