Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,490
Closed -$794K 187
2020
Q4
$794K Sell
1,490
-143
-9% -$76.2K 0.12% 105
2020
Q3
$784K Buy
+1,633
New +$784K 0.12% 76
2019
Q3
Sell
-1,279
Closed -$462K 219
2019
Q2
$462K Buy
+1,279
New +$462K 0.04% 197
2018
Q1
Sell
-3,488
Closed -$848K 206
2017
Q4
$848K Buy
+3,488
New +$848K 0.04% 212
2016
Q3
Sell
-2,633
Closed -$359K 273
2016
Q2
$359K Buy
+2,633
New +$359K 0.01% 151