Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$237K Buy
+954
New +$237K 0.16% 168
2018
Q2
Sell
-2,124
Closed -$202K 293
2018
Q1
$202K Buy
+2,124
New +$202K 0.02% 121
2016
Q1
Hold
0
299
2015
Q4
Hold
0
302
2015
Q3
Hold
0
287
2015
Q2
Hold
0
373
2015
Q1
Hold
0
316
2014
Q4
Hold
0
397
2014
Q3
Hold
0
463