Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-29,668
Closed -$208K 2445
2020
Q1
$208K Sell
29,668
-4,199
-12% -$29.4K ﹤0.01% 1866
2019
Q4
$283K Buy
33,867
+1,421
+4% +$11.9K ﹤0.01% 2060
2019
Q3
$247K Buy
32,446
+5,454
+20% +$41.5K ﹤0.01% 2169
2019
Q2
$199K Sell
26,992
-1,109
-4% -$8.18K ﹤0.01% 1987
2019
Q1
$262K Buy
28,101
+6,040
+27% +$56.3K ﹤0.01% 1889
2018
Q4
$208K Buy
22,061
+7,099
+47% +$66.9K ﹤0.01% 1843
2018
Q3
$186K Buy
14,962
+72
+0.5% +$895 ﹤0.01% 1860
2018
Q2
$200K Buy
14,890
+2,772
+23% +$37.2K ﹤0.01% 1878
2018
Q1
$164K Buy
12,118
+67
+0.6% +$907 ﹤0.01% 1880
2017
Q4
$188K Buy
+12,051
New +$188K ﹤0.01% 1836
2017
Q1
Sell
-26,555
Closed -$555K 2214
2016
Q4
$555K Buy
+26,555
New +$555K ﹤0.01% 1344