Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$3.67M Buy
56,409
+9,277
+20% +$603K 0.22% 130
2021
Q1
$2.92M Buy
47,132
+14,175
+43% +$878K 0.19% 160
2020
Q4
$1.92M Buy
+32,957
New +$1.92M 0.13% 160
2014
Q3
Sell
-3,774
Closed -$218K 326
2014
Q2
$218K Hold
3,774
0.07% 262
2014
Q1
$216K Buy
3,774
+46
+1% +$2.63K 0.08% 250
2013
Q4
$215K Hold
3,728
0.09% 229
2013
Q3
$210K Buy
+3,728
New +$210K 0.1% 225