Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Hold
0
1282
2021
Q3
Hold
0
1232
2021
Q2
Hold
0
1201
2021
Q1
Hold
0
1121
2020
Q4
Hold
0
1073
2020
Q3
Hold
0
904
2016
Q1
Hold
0
504
2015
Q4
Sell
-10,251
Closed -$423K 513
2015
Q3
$423K Buy
+10,251
New +$423K 0.02% 197
2015
Q2
Hold
0
500
2013
Q4
Sell
-76,800
Closed -$6.05M 695
2013
Q3
$6.05M Buy
+76,800
New +$6.05M 0.19% 74