Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Hold
0
787
2020
Q4
Hold
0
750
2020
Q3
Hold
0
608
2019
Q4
Hold
0
492
2019
Q3
Hold
0
461
2019
Q2
Hold
0
437
2016
Q4
Hold
0
420
2016
Q3
Sell
-50,973
Closed -$5.79M 432
2016
Q2
$5.79M Buy
50,973
+35,706
+234% +$4.05M 0.34% 40
2016
Q1
$1.41M Buy
+15,267
New +$1.41M 0.1% 98
2014
Q3
Hold
0
493
2014
Q2
Sell
-13,347
Closed -$1.39M 498
2014
Q1
$1.39M Buy
+13,347
New +$1.39M 0.06% 203