Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-102,993
Closed -$516K 884
2020
Q2
$516K Sell
102,993
-9,406
-8% -$47.1K 0.01% 527
2020
Q1
$526K Buy
112,399
+22,085
+24% +$103K 0.01% 456
2019
Q4
$621K Sell
90,314
-5,248
-5% -$36.1K 0.01% 497
2019
Q3
$664K Buy
95,562
+35,973
+60% +$250K 0.02% 473
2019
Q2
$398K Buy
+59,589
New +$398K 0.01% 614
2016
Q4
Sell
-50,896
Closed -$311K 567
2016
Q3
$311K Sell
50,896
-165
-0.3% -$1.01K 0.02% 444
2016
Q2
$300K Buy
+51,061
New +$300K 0.02% 398