Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-101,864
Closed -$3.61M 316
2021
Q2
$3.61M Buy
101,864
+5,139
+5% +$182K 0.5% 63
2021
Q1
$3.69M Buy
96,725
+46,197
+91% +$1.76M 0.55% 50
2020
Q4
$1.74M Sell
50,528
-2,210
-4% -$75.9K 0.27% 99
2020
Q3
$1.71M Buy
+52,738
New +$1.71M 0.32% 89