Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-7,230
Closed -$437K 330
2019
Q3
$437K Buy
+7,230
New +$437K 0.06% 293
2017
Q2
Sell
-14,985
Closed -$722K 360
2017
Q1
$722K Hold
14,985
0.07% 290
2016
Q4
$933K Sell
14,985
-17,875
-54% -$1.11M 0.08% 278
2016
Q3
$1.76M Hold
32,860
0.17% 168
2016
Q2
$1.98M Hold
32,860
0.19% 143
2016
Q1
$1.73M Hold
32,860
0.16% 163
2015
Q4
$1.59M Buy
+32,860
New +$1.59M 0.15% 178