Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,110
Closed -$476K 1472
2021
Q2
$476K Buy
7,110
+787
+12% +$52.7K 0.03% 950
2021
Q1
$400K Buy
+6,323
New +$400K 0.02% 997
2015
Q1
Sell
-20,933
Closed -$915K 527
2014
Q4
$915K Sell
20,933
-37,562
-64% -$1.64M 0.01% 466
2014
Q3
$2.3M Sell
58,495
-7,115
-11% -$280K 0.02% 436
2014
Q2
$2.88M Buy
+65,610
New +$2.88M 0.02% 417