Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-27,200
Closed -$100K 824
2020
Q4
$100K Sell
27,200
-13,100
-33% -$48.2K 0.01% 652
2020
Q3
$154K Buy
+40,300
New +$154K 0.01% 655
2018
Q4
Sell
-219,173
Closed -$806K 488
2018
Q3
$806K Sell
219,173
-2,648
-1% -$9.74K 0.03% 322
2018
Q2
$1.29M Sell
221,821
-395
-0.2% -$2.3K 0.05% 299
2018
Q1
$1.15M Sell
222,216
-16,384
-7% -$84.9K 0.04% 340
2017
Q4
$1.4M Sell
238,600
-79,141
-25% -$463K 0.04% 337
2017
Q3
$1.94M Buy
+317,741
New +$1.94M 0.06% 281
2013
Q3
Sell
-18,800
Closed -$81K 1598
2013
Q2
$81K Buy
+18,800
New +$81K ﹤0.01% 1450