Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,272
Closed -$418K 224
2020
Q4
$418K Sell
5,272
-1,460
-22% -$116K 0.53% 82
2020
Q3
$427K Buy
+6,732
New +$427K 0.66% 60
2018
Q2
Sell
-9,859
Closed -$812K 352
2018
Q1
$812K Buy
+9,859
New +$812K 0.29% 169
2016
Q2
Sell
-9,506
Closed -$434K 283
2016
Q1
$434K Buy
+9,506
New +$434K 0.17% 218
2013
Q4
Sell
-3,925
Closed -$230K 253
2013
Q3
$230K Sell
3,925
-6,122
-61% -$359K 0.18% 195
2013
Q2
$518K Buy
+10,047
New +$518K 0.43% 83