Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,084
Closed -$343K 317
2019
Q4
$343K Buy
+2,084
New +$343K 0.01% 89
2019
Q3
Sell
-973
Closed -$200K 334
2019
Q2
$200K Sell
973
-1,426
-59% -$293K 0.01% 246
2019
Q1
$463K Buy
+2,399
New +$463K 0.15% 131
2016
Q2
Hold
0
309
2016
Q1
Hold
0
344
2015
Q4
Hold
0
350
2015
Q3
Sell
-1,557
Closed -$119K 358
2015
Q2
$119K Buy
+1,557
New +$119K ﹤0.01% 181
2015
Q1
Sell
-8,512
Closed -$66K 361
2014
Q4
$66K Sell
8,512
-1,691
-17% -$13.1K ﹤0.01% 194
2014
Q3
$842K Buy
+10,203
New +$842K 0.03% 61
2014
Q2
Hold
0
313