Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,797
Closed -$1.17M 379
2021
Q2
$1.17M Sell
10,797
-11
-0.1% -$1.19K 0.08% 192
2021
Q1
$1.2M Sell
10,808
-552
-5% -$61K 0.08% 183
2020
Q4
$1.31M Sell
11,360
-859
-7% -$98.8K 0.1% 164
2020
Q3
$1.29M Buy
12,219
+6,720
+122% +$712K 0.13% 150
2020
Q2
$548K Buy
+5,499
New +$548K 0.05% 235
2014
Q2
Sell
-1,035
Closed -$69K 455
2014
Q1
$69K Buy
+1,035
New +$69K ﹤0.01% 561