Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-51,717
Closed -$429K 338
2020
Q1
$429K Buy
51,717
+40,460
+359% +$336K 0.34% 60
2019
Q4
$149K Buy
+11,257
New +$149K ﹤0.01% 175
2018
Q2
Sell
-40,898
Closed -$520K 318
2018
Q1
$520K Buy
40,898
+36,869
+915% +$469K 0.05% 39
2017
Q4
$49K Sell
4,029
-29,285
-88% -$356K 0.01% 181
2017
Q3
$335K Buy
+33,314
New +$335K 0.06% 30
2017
Q2
Hold
0
113
2015
Q2
Hold
0
406
2015
Q1
Sell
-5,104
Closed -$42K 350
2014
Q4
$42K Sell
5,104
-23,819
-82% -$196K ﹤0.01% 202
2014
Q3
$318K Buy
28,923
+9,631
+50% +$106K 0.01% 114
2014
Q2
$255K Buy
+19,292
New +$255K 0.01% 98