Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-21
Closed -$1.97K 937
2020
Q4
$1.97K Hold
21
﹤0.01% 1144
2020
Q3
$1.25K Buy
+21
New +$1.25K ﹤0.01% 1090
2014
Q1
Sell
-4,445
Closed -$605K 266
2013
Q4
$605K Sell
4,445
-793
-15% -$108K 0.11% 168
2013
Q3
$622K Sell
5,238
-12
-0.2% -$1.43K 0.11% 187
2013
Q2
$657K Buy
+5,250
New +$657K 0.13% 138