Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$626K Sell
11,558
-7,928
-41% -$429K 0.29% 188
2020
Q1
$776K Buy
+19,486
New +$776K 0.35% 115
2019
Q4
Sell
-15,025
Closed -$589K 324
2019
Q3
$589K Sell
15,025
-430
-3% -$16.9K 0.11% 256
2019
Q2
$636K Buy
+15,455
New +$636K 0.11% 248
2018
Q2
Sell
-58,057
Closed -$1.5M 332
2018
Q1
$1.5M Buy
+58,057
New +$1.5M 0.37% 118
2016
Q3
Sell
-4,059
Closed -$76K 73
2016
Q2
$76K Buy
+4,059
New +$76K 1.13% 24