Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-12,714
Closed -$701K 98
2020
Q3
$701K Buy
+12,714
New +$701K 0.44% 63
2018
Q2
Sell
-12,919
Closed -$522K 95
2018
Q1
$522K Sell
12,919
-50
-0.4% -$2.02K 0.44% 65
2017
Q4
$570K Buy
+12,969
New +$570K 0.53% 57