Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,216
Closed -$409K 188
2020
Q4
$409K Buy
+8,216
New +$409K 0.42% 62
2018
Q3
Sell
-8,188
Closed -$407K 146
2018
Q2
$407K Sell
8,188
-6,236
-43% -$310K 1.89% 15
2018
Q1
$751K Buy
+14,424
New +$751K 1.95% 4
2016
Q3
Sell
-13,373
Closed -$439K 231
2016
Q2
$439K Buy
+13,373
New +$439K 0.19% 35
2014
Q4
Sell
-9,299
Closed -$324K 215
2014
Q3
$324K Sell
9,299
-2,245
-19% -$78.2K 0.08% 54
2014
Q2
$357K Buy
+11,544
New +$357K 0.17% 45