Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-26,903
Closed -$572K 177
2019
Q4
$572K Buy
+26,903
New +$572K 0.04% 138
2018
Q4
Sell
-14,196
Closed -$558K 161
2018
Q3
$558K Sell
14,196
-17,708
-56% -$696K 0.04% 127
2018
Q2
$1.57M Buy
+31,904
New +$1.57M 0.08% 142
2017
Q1
Sell
-69,267
Closed -$4.06M 205
2016
Q4
$4.06M Buy
+69,267
New +$4.06M 0.27% 63