Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-43,761
Closed -$10.3M 326
2020
Q4
$10.3M Buy
+43,761
New +$10.3M 1.41% 9
2019
Q3
Hold
0
106
2019
Q2
Hold
0
89
2019
Q1
Hold
0
76
2018
Q4
Hold
0
55
2018
Q3
Hold
0
45
2018
Q1
Hold
0
36
2017
Q4
Hold
0
40
2017
Q1
Hold
0
23
2016
Q4
Hold
0
25
2016
Q3
Hold
0
27
2013
Q3
Sell
-240,000
Closed -$1.72M 36
2013
Q2
$1.72M Buy
+240,000
New +$1.72M 0.73% 30