Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$722K Buy
+12,905
New +$722K 0.27% 93
2018
Q4
Sell
-6,140
Closed -$217K 147
2018
Q3
$217K Buy
+6,140
New +$217K 0.1% 139
2014
Q4
$721K Sell
24,854
-2,974
-11% -$86.3K 0.25% 108
2014
Q3
$748K Sell
27,828
-792
-3% -$21.3K 0.28% 105
2014
Q2
$768K Buy
28,620
+750
+3% +$20.1K 0.28% 103
2014
Q1
$697K Buy
27,870
+4,364
+19% +$109K 0.27% 105
2013
Q4
$611K Buy
23,506
+7,162
+44% +$186K 0.25% 103
2013
Q3
$369K Buy
+16,344
New +$369K 0.15% 139