Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Hold
0
677
2020
Q4
Hold
0
649
2020
Q3
Hold
0
517
2020
Q2
Hold
0
496
2020
Q1
Hold
0
411
2019
Q4
Hold
0
411
2019
Q3
Hold
0
390
2019
Q1
Hold
0
373
2018
Q4
Hold
0
425
2017
Q3
Hold
0
376
2017
Q2
Hold
0
391
2017
Q1
Hold
0
364
2016
Q4
Hold
0
357
2016
Q3
Hold
0
377
2015
Q2
Hold
0
344
2015
Q1
Hold
0
348
2014
Q4
Hold
0
426
2014
Q1
Sell
-61,732
Closed -$4.7M 506
2013
Q4
$4.7M Buy
61,732
+9,327
+18% +$710K 0.15% 98
2013
Q3
$3.61M Buy
+52,405
New +$3.61M 0.12% 104