Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-39,076
Closed -$106K 233
2020
Q3
$106K Buy
+39,076
New +$106K 0.02% 191
2020
Q1
Sell
-45,411
Closed -$511K 268
2019
Q4
$511K Buy
+45,411
New +$511K 0.11% 136
2019
Q2
Sell
-709,607
Closed -$8.16M 73
2019
Q1
$8.16M Buy
+709,607
New +$8.16M 2.36% 8
2016
Q4
Sell
-383,863
Closed -$9.02M 164
2016
Q3
$9.02M Buy
+383,863
New +$9.02M 2.6% 4