Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-9,810
Closed -$1.89M 584
2021
Q3
$1.89M Buy
9,810
+2,112
+27% +$408K 0.27% 77
2021
Q2
$1.48M Buy
+7,698
New +$1.48M 0.22% 92
2017
Q3
Sell
-2,265
Closed -$271K 214
2017
Q2
$271K Buy
+2,265
New +$271K 0.08% 304