Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$206K Sell
2,102
-6,744
-76% -$661K 0.14% 192
2020
Q1
$674K Buy
+8,846
New +$674K 0.53% 35
2019
Q2
Sell
-7,029
Closed -$566K 261
2019
Q1
$566K Buy
+7,029
New +$566K 0.18% 98
2018
Q2
Sell
-3,389
Closed -$321K 211
2018
Q1
$321K Buy
+3,389
New +$321K 0.03% 79
2016
Q3
Hold
0
53
2016
Q2
Sell
-5,258
Closed -$300K 131
2016
Q1
$300K Sell
5,258
-2,445
-32% -$140K 0.01% 98
2015
Q4
$456K Buy
+7,703
New +$456K 0.01% 82
2015
Q3
Hold
0
115
2015
Q2
Sell
-11,821
Closed -$692K 272
2015
Q1
$692K Buy
11,821
+10,654
+913% +$624K 0.02% 64
2014
Q4
$76K Sell
1,167
-6,202
-84% -$404K ﹤0.01% 190
2014
Q3
$426K Buy
7,369
+6,489
+737% +$375K 0.01% 94
2014
Q2
$50K Buy
+880
New +$50K ﹤0.01% 165
2014
Q1
Sell
-3,538
Closed -$187K 219
2013
Q4
$187K Buy
+3,538
New +$187K 0.02% 98