Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,751
Closed -$295K 54
2019
Q4
$295K Buy
+10,751
New +$295K 0.34% 63
2017
Q2
Sell
-14,050
Closed -$323K 41
2017
Q1
$323K Sell
14,050
-22,266
-61% -$512K 0.13% 33
2016
Q4
$654K Hold
36,316
0.2% 32
2016
Q3
$1.01M Hold
36,316
0.22% 27
2016
Q2
$901K Hold
36,316
0.17% 31
2016
Q1
$1.36M Sell
36,316
-1,018
-3% -$38.1K 0.2% 24
2015
Q4
$2.66M Buy
+37,334
New +$2.66M 0.86% 17