Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,000
Closed -$160K 88
2020
Q4
$160K Buy
+10,000
New +$160K 0.07% 85
2017
Q3
Sell
-55,930
Closed -$2.56M 84
2017
Q2
$2.56M Buy
+55,930
New +$2.56M 1.4% 34
2013
Q3
Sell
-6,000
Closed -$356K 140
2013
Q2
$356K Buy
+6,000
New +$356K 0.2% 81