Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,932
Closed -$890K 65
2020
Q4
$890K Sell
8,932
-65,837
-88% -$6.56M 0.04% 62
2020
Q3
$7.52M Hold
74,769
0.43% 59
2020
Q2
$6.98M Hold
74,769
0.44% 57
2020
Q1
$6.01M Buy
+74,769
New +$6.01M 0.46% 54
2016
Q3
Sell
-75,913
Closed -$3.72M 88
2016
Q2
$3.72M Hold
75,913
0.45% 60
2016
Q1
$3.35M Buy
+75,913
New +$3.35M 0.38% 60