Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-9,197
Closed -$497K 339
2020
Q1
$497K Buy
+9,197
New +$497K 0.39% 51
2019
Q4
Sell
-5,569
Closed -$496K 283
2019
Q3
$496K Buy
+5,569
New +$496K 0.02% 56
2018
Q1
Sell
-3,844
Closed -$268K 272
2017
Q4
$268K Buy
+3,844
New +$268K 0.04% 129
2016
Q2
Hold
0
302
2016
Q1
Hold
0
339
2015
Q4
Hold
0
344
2015
Q3
Sell
-11
Closed -$1K 347
2015
Q2
$1K Buy
+11
New +$1K ﹤0.01% 269
2015
Q1
Hold
0
351
2014
Q4
Hold
0
449