Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-575
Closed -$15K 356
2021
Q2
$15K Buy
+575
New +$15K ﹤0.01% 242
2018
Q4
Sell
-14,319
Closed -$559K 98
2018
Q3
$559K Sell
14,319
-13,651
-49% -$533K 0.31% 69
2018
Q2
$1.2M Sell
27,970
-363
-1% -$15.6K 0.7% 46
2018
Q1
$1.07M Sell
28,333
-808
-3% -$30.4K 0.7% 46
2017
Q4
$1.12M Buy
+29,141
New +$1.12M 0.72% 45