Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,799
Closed -$147K 814
2021
Q2
$147K Buy
+2,799
New +$147K ﹤0.01% 521
2020
Q4
Sell
-6,518
Closed -$237K 791
2020
Q3
$237K Buy
+6,518
New +$237K ﹤0.01% 473
2017
Q1
Sell
-24,950
Closed -$1.01M 152
2016
Q4
$1.01M Buy
24,950
+410
+2% +$16.6K 0.01% 107
2016
Q3
$1.23M Buy
+24,540
New +$1.23M 0.01% 100