Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,457
Closed -$220K 1490
2020
Q4
$220K Sell
5,457
-1,053
-16% -$42.5K ﹤0.01% 1479
2020
Q3
$222K Buy
+6,510
New +$222K ﹤0.01% 1373
2015
Q2
Sell
-26,282
Closed -$898K 2013
2015
Q1
$898K Buy
26,282
+5,013
+24% +$171K 0.01% 915
2014
Q4
$752K Buy
21,269
+3,549
+20% +$125K ﹤0.01% 1015
2014
Q3
$541K Buy
+17,720
New +$541K ﹤0.01% 1204