Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-359
Closed -$11K 2586
2020
Q4
$11K Buy
+359
New +$11K ﹤0.01% 1750
2020
Q1
Sell
-9,797
Closed -$300K 2265
2019
Q4
$300K Sell
9,797
-1,637
-14% -$50.1K 0.03% 534
2019
Q3
$282K Sell
11,434
-2,841
-20% -$70.1K 0.03% 526
2019
Q2
$356K Buy
+14,275
New +$356K 0.04% 453
2015
Q4
Sell
-9
Closed 1873
2015
Q3
$0 Hold
9
﹤0.01% 1892
2015
Q2
$0 Buy
+9
New ﹤0.01% 1898
2014
Q4
Sell
-426
Closed -$8K 2130
2014
Q3
$8K Buy
+426
New +$8K ﹤0.01% 1864