Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,475
Closed -$244K 1781
2020
Q4
$244K Buy
+5,475
New +$244K 0.01% 1081
2019
Q3
Sell
-5,669
Closed -$230K 1570
2019
Q2
$230K Sell
5,669
-90
-2% -$3.65K ﹤0.01% 1210
2019
Q1
$288K Buy
+5,759
New +$288K 0.01% 1013
2018
Q1
Sell
-4,672
Closed -$210K 1384
2017
Q4
$210K Buy
4,672
+788
+20% +$35.4K ﹤0.01% 1114
2017
Q3
$261K Sell
3,884
-5,230
-57% -$351K ﹤0.01% 1281
2017
Q2
$547K Buy
9,114
+2,866
+46% +$172K 0.01% 1037
2017
Q1
$413K Buy
+6,248
New +$413K 0.01% 1184