Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$3.09M Sell
21,942
-3,469
-14% -$488K 1.81% 15
2021
Q3
$3M Hold
25,411
1.77% 17
2021
Q2
$2.95M Hold
25,411
1.74% 17
2021
Q1
$3.05M Hold
25,411
1.86% 14
2020
Q4
$2.78M Hold
25,411
1.83% 15
2020
Q3
$2.77M Sell
25,411
-116
-0.5% -$12.6K 1.99% 13
2020
Q2
$2.33M Sell
25,527
-802
-3% -$73.3K 1.8% 17
2020
Q1
$2.08M Hold
26,329
1.96% 15
2019
Q4
$2.29M Sell
26,329
-800
-3% -$69.5K 1.73% 23
2019
Q3
$2.27M Hold
27,129
1.76% 21
2019
Q2
$2.28M Hold
27,129
1.74% 20
2019
Q1
$2.17M Hold
27,129
1.65% 20
2018
Q4
$1.96M Buy
+27,129
New +$1.96M 1.67% 22