Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-45,000
Closed -$405K 377
2021
Q1
$405K Buy
+45,000
New +$405K 0.01% 167
2020
Q4
Hold
0
344
2020
Q3
Hold
0
296
2020
Q2
Hold
0
217
2019
Q2
Sell
-100,000
Closed -$1.15M 142
2019
Q1
$1.15M Buy
+100,000
New +$1.15M 0.11% 19
2017
Q3
Hold
0
63
2017
Q2
Hold
0
74
2017
Q1
Hold
0
78