Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,212
Closed -$204K 439
2020
Q4
$204K Buy
+5,212
New +$204K 0.02% 287
2018
Q3
Sell
-21,593
Closed -$505K 503
2018
Q2
$505K Sell
21,593
-552
-2% -$12.9K 0.05% 234
2018
Q1
$502K Sell
22,145
-472
-2% -$10.7K 0.06% 193
2017
Q4
$468K Buy
+22,617
New +$468K 0.05% 267