Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$364K Sell
9,539
-2,361
-20% -$90.1K ﹤0.01% 1327
2021
Q1
$457K Hold
11,900
﹤0.01% 1226
2020
Q4
$368K Hold
11,900
﹤0.01% 1274
2020
Q3
$266K Buy
+11,900
New +$266K ﹤0.01% 1285
2014
Q4
Sell
-56,600
Closed -$1.07M 887
2014
Q3
$1.07M Sell
56,600
-1,900
-3% -$35.8K 0.01% 790
2014
Q2
$1.4M Hold
58,500
0.01% 766
2014
Q1
$1.56M Sell
58,500
-3,700
-6% -$98.7K 0.01% 758
2013
Q4
$1.98M Hold
62,200
0.01% 737
2013
Q3
$2.03M Buy
62,200
+700
+1% +$22.8K 0.01% 727
2013
Q2
$2M Buy
+61,500
New +$2M 0.01% 718