Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-30
Closed -$8K 54
2020
Q3
$8K Buy
+30
New +$8K 0.15% 14
2018
Q1
Sell
-2,573
Closed -$642K 275
2017
Q4
$642K Buy
+2,573
New +$642K 0.68% 30
2017
Q3
Sell
-3,100
Closed -$674K 565
2017
Q2
$674K Buy
+3,100
New +$674K 0.49% 22
2016
Q4
Sell
-2,409
Closed -$421K 675
2016
Q3
$421K Buy
2,409
+1,572
+188% +$275K 0.33% 80
2016
Q2
$127K Sell
837
-153
-15% -$23.2K 0.13% 263
2016
Q1
$161K Buy
+990
New +$161K 0.19% 191