Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,122
Closed -$83K 48
2019
Q4
$83K Hold
6,122
0.02% 102
2019
Q3
$100K Buy
6,122
+1,103
+22% +$18K 0.04% 92
2019
Q2
$95K Buy
+5,019
New +$95K 0.03% 92
2017
Q1
Sell
-5,505
Closed -$205K 73
2016
Q4
$205K Buy
+5,505
New +$205K 0.17% 54
2015
Q3
Sell
-7,905
Closed -$245K 80
2015
Q2
$245K Sell
7,905
-490
-6% -$15.2K 0.15% 80
2015
Q1
$225K Sell
8,395
-2,590
-24% -$69.4K 0.12% 82
2014
Q4
$238K Hold
10,985
0.17% 80
2014
Q3
$199K Buy
+10,985
New +$199K 0.09% 98