Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-932
Closed -$38K 361
2020
Q1
$38K Buy
+932
New +$38K 0.01% 491
2017
Q1
Sell
-5,068
Closed -$219K 344
2016
Q4
$219K Buy
+5,068
New +$219K 0.03% 318
2016
Q3
Sell
-25,273
Closed -$1.2K 335
2016
Q2
$1.2K Buy
25,273
+894
+4% +$42 0.09% 211
2016
Q1
$1.11M Buy
24,379
+4,183
+21% +$190K 0.09% 228
2015
Q4
$780K Sell
20,196
-497
-2% -$19.2K 0.07% 287
2015
Q3
$847K Buy
20,693
+7,424
+56% +$304K 0.07% 296
2015
Q2
$564 Buy
13,269
+268
+2% +$11 0.08% 253
2015
Q1
$551 Buy
+13,001
New +$551 0.08% 264