Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,327
Closed -$1.45M 840
2021
Q1
$1.45M Sell
6,327
-100
-2% -$23K 0.05% 344
2020
Q4
$1.72M Buy
+6,427
New +$1.72M 0.06% 296
2018
Q2
Sell
-14,229
Closed -$1.25M 577
2018
Q1
$1.25M Buy
14,229
+1,613
+13% +$142K 0.06% 307
2017
Q4
$1.07M Sell
12,616
-1,266
-9% -$107K 0.04% 337
2017
Q3
$1.2M Buy
13,882
+766
+6% +$66.3K 0.05% 313
2017
Q2
$1.2M Buy
+13,116
New +$1.2M 0.05% 295