Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,099
Closed -$328K 396
2021
Q1
$328K Hold
5,099
0.01% 357
2020
Q4
$276K Buy
+5,099
New +$276K 0.01% 361
2016
Q3
Sell
-48,200
Closed -$1.1M 801
2016
Q2
$1.1M Hold
48,200
0.03% 458
2016
Q1
$1.35M Buy
+48,200
New +$1.35M 0.04% 409