Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,434
Closed -$90K 797
2020
Q1
$90K Buy
+1,434
New +$90K 0.02% 402
2016
Q3
Sell
-6,094
Closed -$357 524
2016
Q2
$357 Buy
6,094
+1,514
+33% +$89 0.03% 422
2016
Q1
$243K Sell
4,580
-1,222
-21% -$64.8K 0.02% 523
2015
Q4
$349K Sell
5,802
-201
-3% -$12.1K 0.03% 432
2015
Q3
$360K Buy
+6,003
New +$360K 0.03% 471
2015
Q2
Sell
-3,096
Closed -$227 440
2015
Q1
$227 Buy
+3,096
New +$227 0.03% 383