Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$529K Sell
8,834
-2,573
-23% -$154K 0.25% 219
2020
Q1
$617K Sell
11,407
-6,895
-38% -$373K 0.28% 192
2019
Q4
$1.1M Buy
+18,302
New +$1.1M 0.3% 205
2019
Q2
Sell
-19,860
Closed -$1.07M 349
2019
Q1
$1.07M Sell
19,860
-676
-3% -$36.3K 0.19% 205
2018
Q4
$964K Buy
+20,536
New +$964K 0.2% 210
2016
Q4
Hold
0
141
2016
Q3
Hold
0
94