Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1.75M Sell
6,749
-780
-10% -$202K 1.02% 36
2021
Q3
$1.65M Hold
7,529
0.98% 41
2021
Q2
$2.25M Hold
7,529
1.32% 30
2021
Q1
$2.14M Sell
7,529
-200
-3% -$56.8K 1.31% 30
2020
Q4
$2.01M Hold
7,729
1.32% 29
2020
Q3
$1.94M Sell
7,729
-33
-0.4% -$8.3K 1.4% 25
2020
Q2
$1.09M Sell
7,762
-301
-4% -$42.2K 0.84% 44
2020
Q1
$978K Buy
8,063
+551
+7% +$66.8K 0.92% 41
2019
Q4
$1.14M Sell
7,512
-250
-3% -$37.8K 0.86% 43
2019
Q3
$1.13M Hold
7,762
0.88% 43
2019
Q2
$1.27M Hold
7,762
0.97% 40
2019
Q1
$1.41M Hold
7,762
1.07% 38
2018
Q4
$1.25M Buy
+7,762
New +$1.25M 1.06% 37