Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-11,667
Closed -$1.43M 88
2021
Q2
$1.43M Buy
11,667
+209
+2% +$25.5K 0.93% 59
2021
Q1
$1.49M Buy
11,458
+1,085
+10% +$141K 1.02% 50
2020
Q4
$1.35M Buy
10,373
+1,111
+12% +$144K 0.6% 65
2020
Q3
$941K Buy
9,262
+992
+12% +$101K 0.47% 71
2020
Q2
$566K Buy
8,270
+918
+12% +$62.8K 0.72% 59
2020
Q1
$265K Buy
+7,352
New +$265K 0.19% 103