Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,068
Closed -$258K 319
2020
Q2
$258K Buy
5,068
+1,976
+64% +$101K 0.05% 269
2020
Q1
$135K Buy
+3,092
New +$135K 0.03% 339
2017
Q1
Sell
-4,970
Closed -$201K 360
2016
Q4
$201K Buy
+4,970
New +$201K 0.03% 326
2016
Q3
Sell
-21,492
Closed -$900 477
2016
Q2
$900 Buy
21,492
+4,822
+29% +$202 0.07% 262
2016
Q1
$669K Buy
16,670
+1,175
+8% +$47.2K 0.05% 316
2015
Q4
$661K Sell
15,495
-2,039
-12% -$87K 0.06% 320
2015
Q3
$832K Buy
17,534
+11,818
+207% +$561K 0.07% 298
2015
Q2
$283 Buy
+5,716
New +$283 0.04% 352