Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$2.33M Sell
13,395
-2,075
-13% -$360K 1.36% 28
2021
Q3
$2.33M Hold
15,470
1.38% 28
2021
Q2
$2.29M Hold
15,470
1.35% 29
2021
Q1
$2.19M Hold
15,470
1.34% 29
2020
Q4
$2.29M Hold
15,470
1.51% 23
2020
Q3
$2.14M Sell
15,470
-66
-0.4% -$9.15K 1.55% 24
2020
Q2
$2.06M Sell
15,536
-602
-4% -$79.6K 1.58% 20
2020
Q1
$1.94M Hold
16,138
1.83% 19
2019
Q4
$2.21M Sell
16,138
-700
-4% -$95.7K 1.67% 24
2019
Q3
$2.31M Hold
16,838
1.79% 19
2019
Q2
$2.21M Hold
16,838
1.68% 22
2019
Q1
$2.06M Sell
16,838
-1
-0% -$123 1.57% 23
2018
Q4
$1.86M Buy
+16,839
New +$1.86M 1.58% 25