Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Hold
0
5458
2021
Q2
Hold
0
5265
2021
Q1
Hold
0
5082
2020
Q4
Hold
0
4839
2020
Q3
Hold
0
4632
2020
Q2
Hold
0
4393
2020
Q1
Hold
0
4245
2017
Q2
Sell
-7,138
Closed -$331K 4322
2017
Q1
$331K Sell
7,138
-727
-9% -$33.7K 0.01% 865
2016
Q4
$304K Buy
7,865
+146
+2% +$5.64K 0.01% 844
2016
Q3
$333K Sell
7,719
-429
-5% -$18.5K 0.02% 761
2016
Q2
$306K Buy
+8,148
New +$306K 0.02% 777
2016
Q1
Sell
-7,931
Closed -$264K 4073
2015
Q4
$264K Buy
+7,931
New +$264K 0.02% 720