Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-31,849
Closed -$988K 298
2020
Q3
$988K Buy
31,849
+25,671
+416% +$796K 0.01% 468
2020
Q2
$163K Buy
+6,178
New +$163K ﹤0.01% 598
2018
Q3
Sell
-32,772
Closed -$1.5M 636
2018
Q2
$1.5M Sell
32,772
-30,075
-48% -$1.37M 0.01% 480
2018
Q1
$2.01M Sell
62,847
-99,787
-61% -$3.2M 0.01% 441
2017
Q4
$5.81M Buy
162,634
+25,251
+18% +$903K 0.03% 307
2017
Q3
$4.6M Buy
+137,383
New +$4.6M 0.02% 321