Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-11,922
Closed -$636K 242
2021
Q1
$636K Sell
11,922
-310
-3% -$16.5K 0.04% 189
2020
Q4
$600K Sell
12,232
-650
-5% -$31.9K 0.04% 187
2020
Q3
$541K Sell
12,882
-1,055
-8% -$44.3K 0.04% 185
2020
Q2
$511K Sell
13,937
-50,972
-79% -$1.87M 0.04% 186
2020
Q1
$1.74M Sell
64,909
-40,746
-39% -$1.09M 0.15% 130
2019
Q4
$6.1M Sell
105,655
-6,370
-6% -$368K 0.4% 87
2019
Q3
$8.18M Buy
112,025
+12,433
+12% +$908K 0.58% 58
2019
Q2
$6.81M Buy
+99,592
New +$6.81M 0.48% 73
2014
Q1
Sell
-4,505
Closed -$295K 331
2013
Q4
$295K Buy
+4,505
New +$295K 0.01% 273