Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-600
Closed -$155K 164
2020
Q4
$155K Buy
+600
New +$155K 0.01% 135
2019
Q3
Sell
-15,364
Closed -$1.82M 184
2019
Q2
$1.82M Buy
+15,364
New +$1.82M 0.94% 29
2017
Q3
Sell
-17,846
Closed -$1.63M 157
2017
Q2
$1.63M Buy
+17,846
New +$1.63M 0.56% 29