Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,199
Closed -$908K 190
2020
Q4
$908K Hold
4,199
0.13% 83
2020
Q3
$532K Buy
+4,199
New +$532K 0.08% 111
2014
Q2
Sell
-2,050
Closed -$312K 102
2014
Q1
$312K Sell
2,050
-240
-10% -$36.5K 0.14% 57
2013
Q4
$407K Sell
2,290
-50
-2% -$8.89K 0.19% 76
2013
Q3
$363K Buy
+2,340
New +$363K 0.23% 62