Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,526
Closed -$213K 476
2020
Q1
$213K Buy
+5,526
New +$213K 0.02% 421
2018
Q3
Sell
-7,344
Closed -$512K 525
2018
Q2
$512K Sell
7,344
-203
-3% -$14.2K 0.05% 223
2018
Q1
$469K Sell
7,547
-4,306
-36% -$268K 0.05% 277
2017
Q4
$697K Buy
+11,853
New +$697K 0.08% 136