Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,836
Closed -$939K 23
2021
Q2
$939K Buy
+3,836
New +$939K 0.46% 10
2018
Q2
Sell
-108,030
Closed -$4.31M 11
2018
Q1
$4.31M Buy
108,030
+35,971
+50% +$1.43M 38.78% 1
2017
Q4
$1.85M Buy
+72,059
New +$1.85M 6.58% 6