Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,400
Closed -$406K 125
2020
Q4
$406K Buy
1,400
+10
+0.7% +$2.9K 0.06% 84
2020
Q3
$403K Buy
+1,390
New +$403K 0.07% 75
2016
Q4
Sell
-21,060
Closed -$2.28M 117
2016
Q3
$2.28M Sell
21,060
-140
-0.7% -$15.2K 0.46% 37
2016
Q2
$1.99M Buy
21,200
+16,200
+324% +$1.52M 0.43% 40
2016
Q1
$483K Buy
5,000
+2,500
+100% +$242K 0.12% 73
2015
Q4
$251K Buy
+2,500
New +$251K 0.06% 95