Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-454
Closed -$271K 38
2021
Q1
$271K Buy
+454
New +$271K 0.93% 7
2020
Q4
Sell
-3,000
Closed -$1.15M 66
2020
Q3
$1.15M Buy
+3,000
New +$1.15M 0.77% 5
2020
Q1
Sell
-2,500
Closed -$534K 70
2019
Q4
$534K Buy
2,500
+1,000
+67% +$214K 0.12% 33
2019
Q3
$256K Buy
+1,500
New +$256K 0.12% 42
2018
Q3
Sell
-2,000
Closed -$279K 117
2018
Q2
$279K Buy
+2,000
New +$279K 0.06% 35