Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-11,918
Closed -$238K 263
2021
Q1
$238K Sell
11,918
-331
-3% -$6.61K 0.01% 249
2020
Q4
$201K Buy
12,249
+1,467
+14% +$24.1K 0.01% 253
2020
Q3
$129K Sell
10,782
-804
-7% -$9.62K 0.01% 248
2020
Q2
$141K Buy
+11,586
New +$141K 0.01% 276
2014
Q4
Sell
-79,805
Closed -$1.06M 376
2014
Q3
$1.06M Sell
79,805
-69,630
-47% -$928K 0.1% 161
2014
Q2
$2.14M Buy
+149,435
New +$2.14M 0.2% 113