Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,173
Closed -$327K 209
2021
Q1
$327K Sell
6,173
-20,621
-77% -$1.09M 0.05% 114
2020
Q4
$1.13M Buy
+26,794
New +$1.13M 0.21% 58
2019
Q4
Sell
-924
Closed -$33K 281
2019
Q3
$33K Buy
+924
New +$33K 0.01% 153
2015
Q1
Sell
-8,620
Closed -$188K 309
2014
Q4
$188K Buy
+8,620
New +$188K 0.09% 137