Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-6,879
Closed -$275K 2028
2021
Q2
$275K Buy
6,879
+470
+7% +$18.8K 0.03% 778
2021
Q1
$250K Buy
+6,409
New +$250K 0.02% 926
2020
Q4
Sell
-22,516
Closed -$452K 1856
2020
Q3
$452K Buy
22,516
+10,042
+81% +$202K 0.08% 315
2020
Q2
$289K Buy
+12,474
New +$289K 0.03% 567
2018
Q3
Sell
-6,479
Closed -$254K 2293
2018
Q2
$254K Sell
6,479
-4,653
-42% -$182K 0.02% 1291
2018
Q1
$465K Buy
+11,132
New +$465K 0.03% 737