Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-777
Closed -$59K 441
2020
Q1
$59K Buy
+777
New +$59K 0.01% 455
2016
Q2
Sell
-3,349
Closed -$246K 643
2016
Q1
$246K Sell
3,349
-629
-16% -$46.2K 0.02% 521
2015
Q4
$277K Buy
3,978
+44
+1% +$3.06K 0.02% 480
2015
Q3
$285K Buy
+3,934
New +$285K 0.02% 528
2015
Q2
Sell
-2,861
Closed -$232 427
2015
Q1
$232 Buy
+2,861
New +$232 0.03% 377