Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Hold
0
248
2019
Q4
Hold
0
238
2018
Q4
Sell
-4,730
Closed -$648K 203
2018
Q3
$648K Sell
4,730
-5,093
-52% -$698K 0.05% 123
2018
Q2
$1.33M Buy
+9,823
New +$1.33M 0.07% 148
2017
Q1
Sell
-66,386
Closed -$3.86M 283
2016
Q4
$3.86M Buy
+66,386
New +$3.86M 0.26% 66
2016
Q1
Hold
0
253
2015
Q4
Hold
0
214