Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-79,370
Closed -$400K 727
2021
Q1
$400K Sell
79,370
-1,138
-1% -$5.74K 0.01% 451
2020
Q4
$461K Sell
80,508
-4,387
-5% -$25.1K 0.01% 366
2020
Q3
$374K Buy
+84,895
New +$374K 0.01% 356
2017
Q4
Sell
-67,455
Closed -$239K 692
2017
Q3
$239K Sell
67,455
-14,618
-18% -$51.8K 0.01% 361
2017
Q2
$241K Buy
82,073
+31,550
+62% +$92.6K 0.01% 313
2017
Q1
$208K Buy
50,523
+13,535
+37% +$55.7K 0.01% 284
2016
Q4
$125K Buy
+36,988
New +$125K ﹤0.01% 234