Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-145
Closed -$17K 476
2020
Q1
$17K Buy
+145
New +$17K ﹤0.01% 552
2016
Q3
Sell
-6,253
Closed -$949 381
2016
Q2
$949 Sell
6,253
-197
-3% -$30 0.07% 254
2016
Q1
$1.05M Buy
6,450
+1,650
+34% +$268K 0.08% 239
2015
Q4
$715K Sell
4,800
-247
-5% -$36.8K 0.06% 303
2015
Q3
$726K Buy
5,047
+3,649
+261% +$525K 0.06% 331
2015
Q2
$238 Buy
+1,398
New +$238 0.04% 380