Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-9,930
Closed -$227K 70
2020
Q2
$227K Buy
+9,930
New +$227K 0.11% 61
2019
Q2
Sell
-18,298
Closed -$433K 84
2019
Q1
$433K Hold
18,298
0.19% 52
2018
Q4
$394K Sell
18,298
-662
-3% -$14.3K 0.2% 51
2018
Q3
$481K Sell
18,960
-5,627
-23% -$143K 0.17% 61
2018
Q2
$596K Buy
+24,587
New +$596K 0.23% 52
2017
Q2
Sell
-6,580
Closed -$207K 95
2017
Q1
$207K Buy
+6,580
New +$207K 0.1% 84
2014
Q3
Sell
-8,301
Closed -$222K 96
2014
Q2
$222K Buy
+8,301
New +$222K 0.1% 81