Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$752K Buy
+7,639
New +$752K 0.5% 30
2020
Q1
Sell
-2,873
Closed -$281K 333
2019
Q4
$281K Buy
+2,873
New +$281K 0.01% 112
2019
Q2
Sell
-10,539
Closed -$1.34M 600
2019
Q1
$1.34M Buy
+10,539
New +$1.34M 0.43% 35
2016
Q1
Hold
0
376
2015
Q4
Hold
0
381
2015
Q3
Sell
-8,288
Closed -$366K 409
2015
Q2
$366K Buy
+8,288
New +$366K 0.01% 96
2015
Q1
Sell
-75
Closed -$3K 398
2014
Q4
$3K Sell
75
-996
-93% -$39.8K ﹤0.01% 235
2014
Q3
$45K Buy
+1,071
New +$45K ﹤0.01% 223
2014
Q2
Hold
0
328