Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,780
Closed -$200K 575
2021
Q1
$200K Buy
+4,780
New +$200K 0.15% 133
2017
Q3
Sell
-3,865
Closed -$61K 320
2017
Q2
$61K Sell
3,865
-7,735
-67% -$122K 0.01% 198
2017
Q1
$214K Buy
+11,600
New +$214K 0.05% 148