Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-682
Closed -$200K 126
2020
Q3
$200K Buy
+682
New +$200K 0.08% 118
2019
Q1
Sell
-1,625
Closed -$224K 143
2018
Q4
$224K Buy
+1,625
New +$224K 0.13% 106
2018
Q3
Sell
-1,180
Closed -$218K 169
2018
Q2
$218K Sell
1,180
-12
-1% -$2.22K 0.09% 124
2018
Q1
$212K Buy
+1,192
New +$212K 0.1% 142
2017
Q2
Sell
-2,260
Closed -$241K 144
2017
Q1
$241K Sell
2,260
-500
-18% -$53.3K 0.13% 122
2016
Q4
$268K Buy
+2,760
New +$268K 0.15% 112