Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,674
Closed -$245K 474
2020
Q2
$245K Sell
4,674
-2,930
-39% -$154K 0.22% 109
2020
Q1
$229K Buy
+7,604
New +$229K 0.24% 108
2019
Q4
Sell
-10,475
Closed -$408K 418
2019
Q3
$408K Sell
10,475
-40
-0.4% -$1.56K 0.4% 63
2019
Q2
$415K Sell
10,515
-505
-5% -$19.9K 0.41% 73
2019
Q1
$409K Buy
+11,020
New +$409K 0.41% 72
2016
Q4
Sell
-118,025
Closed -$3.88M 252
2016
Q3
$3.88M Buy
+118,025
New +$3.88M 0.93% 48
2016
Q2
Sell
-415
Closed -$10K 265
2016
Q1
$10K Sell
415
-22,755
-98% -$548K ﹤0.01% 238
2015
Q4
$637K Buy
23,170
+195
+0.8% +$5.36K 0.15% 96
2015
Q3
$562K Buy
+22,975
New +$562K 0.14% 95