Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1.98M Sell
33,026
-2,918
-8% -$175K 1.16% 33
2021
Q3
$1.9M Hold
35,944
1.13% 35
2021
Q2
$1.76M Hold
35,944
1.04% 37
2021
Q1
$1.58M Hold
35,944
0.96% 41
2020
Q4
$1.38M Hold
35,944
0.91% 40
2020
Q3
$1.17M Sell
35,944
-180
-0.5% -$5.87K 0.85% 39
2020
Q2
$1.35M Buy
+36,124
New +$1.35M 1.04% 40