Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14,768
Closed -$993K 27
2019
Q4
$993K Sell
14,768
-8,264
-36% -$556K 6.51% 5
2019
Q3
$1.54M Buy
+23,032
New +$1.54M 4.38% 3
2018
Q2
Sell
-17,468
Closed -$745K 230
2018
Q1
$745K Buy
+17,468
New +$745K 0.5% 13
2017
Q4
Sell
-17,216
Closed -$621K 306
2017
Q3
$621K Buy
+17,216
New +$621K 0.56% 28
2016
Q3
Sell
-436
Closed -$11K 682
2016
Q2
$11K Sell
436
-52
-11% -$1.31K 0.01% 483
2016
Q1
$11K Buy
+488
New +$11K 0.01% 478