Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,750
Closed -$284K 119
2021
Q2
$284K Buy
+10,750
New +$284K 0.73% 50
2019
Q1
Sell
-53,319
Closed -$328K 47
2018
Q4
$328K Buy
+53,319
New +$328K 1.34% 18
2017
Q2
Hold
0
157
2017
Q1
Hold
0
209
2016
Q2
Sell
-10,008
Closed -$254K 252
2016
Q1
$254K Buy
+10,008
New +$254K 0.17% 62