Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-22,000
Closed -$1.87M 632
2019
Q4
$1.87M Buy
+22,000
New +$1.87M 0.1% 128
2019
Q3
Hold
0
755
2019
Q2
Hold
0
767
2019
Q1
Sell
-9,079
Closed -$174K 503
2018
Q4
$174K Buy
+9,079
New +$174K 0.01% 320
2018
Q3
Hold
0
479
2018
Q2
Hold
0
485
2018
Q1
Hold
0
530
2017
Q4
Hold
0
522
2017
Q2
Hold
0
555
2017
Q1
Hold
0
598
2016
Q4
Hold
0
609
2016
Q3
Hold
0
600
2016
Q2
Hold
0
559
2016
Q1
Hold
0
563
2015
Q4
Hold
0
591
2015
Q3
Hold
0
647