Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Hold
0
1166
2020
Q4
Hold
0
1175
2020
Q1
Hold
0
1379
2019
Q4
Hold
0
1375
2019
Q3
Sell
-13,418
Closed -$459K 1340
2019
Q2
$459K Buy
+13,418
New +$459K ﹤0.01% 271
2019
Q1
Sell
-8,181
Closed -$286K 1556
2018
Q4
$286K Sell
8,181
-432
-5% -$15.1K ﹤0.01% 577
2018
Q3
$424K Sell
8,613
-230
-3% -$11.3K ﹤0.01% 410
2018
Q2
$346K Buy
8,843
+635
+8% +$24.8K ﹤0.01% 550
2018
Q1
$343K Buy
+8,208
New +$343K ﹤0.01% 586
2017
Q4
Sell
-6,014
Closed -$260K 1480
2017
Q3
$260K Buy
+6,014
New +$260K 0.02% 414