Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,310
Closed -$326K 1353
2021
Q2
$326K Buy
+2,310
New +$326K ﹤0.01% 1066
2021
Q1
Sell
-2,257
Closed -$270K 1294
2020
Q4
$270K Buy
+2,257
New +$270K ﹤0.01% 1038
2019
Q2
Sell
-5,904
Closed -$544K 1146
2019
Q1
$544K Sell
5,904
-53
-0.9% -$4.88K ﹤0.01% 776
2018
Q4
$494K Buy
5,957
+16
+0.3% +$1.33K ﹤0.01% 738
2018
Q3
$631K Buy
+5,941
New +$631K ﹤0.01% 774