Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Hold
0
2630
2020
Q4
Hold
0
2330
2020
Q3
Hold
0
2190
2020
Q2
Hold
0
2052
2020
Q1
Hold
0
2017
2019
Q4
Sell
-3,945
Closed -$81K 2041
2019
Q3
$81K Buy
+3,945
New +$81K ﹤0.01% 905
2019
Q2
Hold
0
2007
2019
Q1
Sell
-13,502
Closed -$169K 2007
2018
Q4
$169K Sell
13,502
-15,975
-54% -$200K ﹤0.01% 1021
2018
Q3
$436K Buy
29,477
+22,094
+299% +$327K ﹤0.01% 813
2018
Q2
$115K Buy
+7,383
New +$115K ﹤0.01% 1107
2018
Q1
Sell
-116,027
Closed -$1.93K 1908
2017
Q4
$1.93K Buy
+116,027
New +$1.93K 0.01% 359
2015
Q4
Sell
-1,500
Closed -$27K 2776
2015
Q3
$27K Buy
+1,500
New +$27K ﹤0.01% 1173