Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,277
Closed -$23K 1750
2020
Q4
$23K Sell
1,277
-963
-43% -$17.3K ﹤0.01% 1127
2020
Q3
$38K Sell
2,240
-1,128
-33% -$19.1K ﹤0.01% 1024
2020
Q2
$69K Buy
+3,368
New +$69K ﹤0.01% 898
2016
Q2
Sell
-4,107
Closed -$50K 675
2016
Q1
$50K Buy
+4,107
New +$50K ﹤0.01% 618
2015
Q3
Sell
-5,485
Closed -$102K 1023
2015
Q2
$102K Sell
5,485
-15,806
-74% -$294K ﹤0.01% 798
2015
Q1
$420K Buy
+21,291
New +$420K 0.01% 550