Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-21,592
Closed -$761K 134
2020
Q4
$761K Buy
21,592
+2,827
+15% +$99.6K 0.06% 144
2020
Q3
$520K Buy
+18,765
New +$520K 0.04% 133
2018
Q3
Sell
-15,804
Closed -$505K 176
2018
Q2
$505K Buy
+15,804
New +$505K 0.06% 76
2018
Q1
Sell
-5,168
Closed -$210K 184
2017
Q4
$210K Buy
+5,168
New +$210K 0.03% 55