Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-38
Closed -$11K 50
2020
Q3
$11K Buy
+38
New +$11K 0.21% 11
2018
Q1
Sell
-1,755
Closed -$303K 233
2017
Q4
$303K Sell
1,755
-495
-22% -$85.5K 0.32% 143
2017
Q3
$389K Sell
2,250
-505
-18% -$87.3K 0.35% 105
2017
Q2
$388K Buy
+2,755
New +$388K 0.28% 118
2016
Q4
Sell
-2,911
Closed -$308K 638
2016
Q3
$308K Buy
+2,911
New +$308K 0.24% 129
2016
Q2
Sell
-147
Closed -$12K 618
2016
Q1
$12K Buy
147
+71
+93% +$5.8K 0.01% 461
2015
Q4
$6K Buy
+76
New +$6K 0.01% 537