Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.44M Sell
9,533
-678
-7% -$102K 0.09% 261
2021
Q1
$1.4M Sell
10,211
-700
-6% -$96K 0.09% 263
2020
Q4
$1.38M Buy
+10,911
New +$1.38M 0.1% 199
2015
Q1
Sell
-15,890
Closed -$921K 339
2014
Q4
$921K Buy
+15,890
New +$921K 0.25% 101