Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-38,816
Closed -$205K 514
2020
Q4
$205K Buy
+38,816
New +$205K ﹤0.01% 383
2019
Q1
Sell
-73,529
Closed -$430K 546
2018
Q4
$430K Buy
+73,529
New +$430K 0.01% 368
2018
Q3
Sell
-78,821
Closed -$444K 748
2018
Q2
$444K Buy
78,821
+14,488
+23% +$81.6K ﹤0.01% 738
2018
Q1
$349K Buy
+64,333
New +$349K ﹤0.01% 817