Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-39,457
Closed -$2.17M 192
2020
Q4
$2.17M Sell
39,457
-1,602
-4% -$88K 0.29% 113
2020
Q3
$2.26M Buy
+41,059
New +$2.26M 0.31% 103
2020
Q1
Sell
-7,509
Closed -$360K 169
2019
Q4
$360K Sell
7,509
-1,854
-20% -$88.9K 0.05% 135
2019
Q3
$390K Buy
+9,363
New +$390K 0.05% 144
2016
Q4
Sell
-175,940
Closed -$6.04M 228
2016
Q3
$6.04M Sell
175,940
-5,402
-3% -$185K 0.63% 60
2016
Q2
$5.61M Buy
+181,342
New +$5.61M 0.59% 66