Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,661
Closed -$329K 305
2019
Q4
$329K Sell
5,661
-953
-14% -$55.4K 0.01% 94
2019
Q3
$307K Buy
+6,614
New +$307K 0.01% 88
2019
Q1
Sell
-10,727
Closed -$396K 578
2018
Q4
$396K Buy
10,727
+3,673
+52% +$136K 0.03% 39
2018
Q3
$312K Buy
+7,054
New +$312K 0.02% 114
2015
Q2
Hold
0
393
2015
Q1
Hold
0
341