Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,619
Closed -$234K 459
2021
Q2
$234K Sell
1,619
-172
-10% -$24.9K 0.01% 432
2021
Q1
$236K Sell
1,791
-170
-9% -$22.4K 0.01% 435
2020
Q4
$235K Buy
+1,961
New +$235K 0.01% 432
2018
Q1
Sell
-10,811
Closed -$644K 583
2017
Q4
$644K Buy
+10,811
New +$644K 0.02% 346