Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Hold
0
17
2020
Q4
Hold
0
18
2020
Q3
Hold
0
13
2019
Q1
Hold
0
18
2018
Q4
Hold
0
23
2018
Q3
Sell
-75,000
Closed -$1.72M 12
2018
Q2
$1.72M Buy
+75,000
New +$1.72M 0.44% 8
2018
Q1
Hold
0
12
2017
Q4
Hold
0
10
2017
Q3
Hold
0
17
2017
Q2
Hold
0
32
2017
Q1
Hold
0
35
2014
Q1
Hold
0
84
2013
Q4
Sell
-212,865
Closed -$2.74M 67
2013
Q3
$2.74M Buy
212,865
+154,230
+263% +$1.99M 0.28% 15
2013
Q2
$420K Buy
+58,635
New +$420K 0.03% 33