Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-11,354
Closed -$57K 759
2020
Q4
$57K Buy
+11,354
New +$57K ﹤0.01% 711
2018
Q4
Sell
-17,462
Closed -$123K 518
2018
Q3
$123K Buy
17,462
+3,100
+22% +$21.8K 0.02% 558
2018
Q2
$95K Buy
+14,362
New +$95K 0.01% 539
2017
Q2
Sell
-11,315
Closed -$99K 517
2017
Q1
$99K Buy
+11,315
New +$99K 0.02% 490
2016
Q2
Sell
-15,934
Closed -$107K 517
2016
Q1
$107K Buy
+15,934
New +$107K 0.02% 482