Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,575
Closed -$462K 331
2020
Q4
$462K Sell
1,575
-894
-36% -$262K 0.37% 79
2020
Q3
$584K Buy
+2,469
New +$584K 0.44% 64
2019
Q1
Sell
-7,852
Closed -$981K 130
2018
Q4
$981K Buy
+7,852
New +$981K 0.24% 69
2015
Q3
Sell
-10,257
Closed -$408K 100
2015
Q2
$408K Sell
10,257
-155
-1% -$6.17K 0.13% 156
2015
Q1
$279K Sell
10,412
-5,998
-37% -$161K 0.09% 157
2014
Q4
$482K Buy
+16,410
New +$482K 0.17% 110