Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-19,632
Closed -$672K 228
2020
Q1
$672K Buy
19,632
+9,026
+85% +$309K 0.53% 36
2019
Q4
$561K Buy
+10,606
New +$561K 0.02% 54
2019
Q3
Sell
-5,266
Closed -$289K 178
2019
Q2
$289K Buy
+5,266
New +$289K 0.02% 164
2016
Q1
Hold
0
135
2015
Q4
Hold
0
143
2015
Q3
Hold
0
122
2015
Q2
Hold
0
279
2014
Q4
Hold
0
243
2014
Q3
Hold
0
356
2014
Q2
Sell
-620
Closed -$20K 240
2014
Q1
$20K Sell
620
-4,824
-89% -$156K ﹤0.01% 166
2013
Q4
$182K Buy
+5,444
New +$182K 0.02% 100
2013
Q3
Sell
-1,624
Closed -$47K 133
2013
Q2
$47K Buy
+1,624
New +$47K 0.02% 66