Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,828
Closed -$256K 229
2019
Q4
$256K Buy
+9,828
New +$256K 0.01% 130
2019
Q1
Sell
-30,130
Closed -$1.35M 537
2018
Q4
$1.35M Buy
+30,130
New +$1.35M 0.11% 17
2018
Q3
Sell
-10,740
Closed -$255K 323
2018
Q2
$255K Buy
+10,740
New +$255K 0.02% 92
2018
Q1
Sell
-21,540
Closed -$491K 190
2017
Q4
$491K Buy
+21,540
New +$491K 0.07% 70