Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-261
Closed -$851K 367
2020
Q2
$851K Sell
261
-1
-0.4% -$3.26K 0.12% 248
2020
Q1
$673K Sell
262
-5
-2% -$12.8K 0.11% 273
2019
Q4
$1.02M Buy
+267
New +$1.02M 0.11% 260
2018
Q3
Sell
-429
Closed -$1.27M 693
2018
Q2
$1.27M Sell
429
-2
-0.5% -$5.94K 0.08% 345
2018
Q1
$1.21M Sell
431
-7
-2% -$19.6K 0.08% 356
2017
Q4
$1.54M Buy
+438
New +$1.54M 0.1% 279
2016
Q4
Sell
-426
Closed -$699K 689
2016
Q3
$699K Sell
426
-26
-6% -$42.7K 0.05% 409
2016
Q2
$805K Hold
452
0.06% 346
2016
Q1
$783K Buy
+452
New +$783K 0.06% 362