Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,654
Closed -$493K 89
2021
Q2
$493K Buy
+1,654
New +$493K 0.12% 44
2018
Q3
Sell
-4,689
Closed -$1.07M 69
2018
Q2
$1.07M Buy
4,689
+820
+21% +$186K 0.11% 36
2018
Q1
$929K Buy
3,869
+90
+2% +$21.6K 0.07% 49
2017
Q4
$943K Hold
3,779
0.07% 68
2017
Q3
$852K Buy
+3,779
New +$852K 0.06% 77