Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,180
Closed -$207K 479
2021
Q2
$207K Buy
+3,180
New +$207K 0.01% 620
2018
Q3
Sell
-10,968
Closed -$489K 588
2018
Q2
$489K Sell
10,968
-921
-8% -$41.1K 0.04% 387
2018
Q1
$471K Buy
11,889
+1,199
+11% +$47.5K 0.04% 363
2017
Q4
$439K Buy
+10,690
New +$439K 0.03% 382