Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Hold
0
560
2021
Q2
Hold
0
547
2021
Q1
Hold
0
424
2020
Q4
Hold
0
432
2020
Q3
Hold
0
300
2020
Q2
Hold
0
284
2019
Q2
Hold
0
248
2019
Q1
Hold
0
242
2018
Q4
Hold
0
323
2018
Q3
Hold
0
243
2018
Q2
Hold
0
247
2017
Q1
Sell
-12,714
Closed -$848K 258
2016
Q4
$848K Buy
+12,714
New +$848K 0.04% 169
2016
Q3
Sell
-10,379
Closed -$580K 269
2016
Q2
$580K Sell
10,379
-3,619
-26% -$202K 0.03% 160
2016
Q1
$778K Buy
13,998
+1,183
+9% +$65.8K 0.06% 129
2015
Q4
$674K Buy
+12,815
New +$674K 0.03% 207
2015
Q3
Hold
0
238
2015
Q2
Hold
0
258
2015
Q1
Hold
0
252