Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-16,706
Closed -$2.33M 676
2019
Q4
$2.33M Buy
+16,706
New +$2.33M 0.17% 157
2018
Q3
Sell
-1,311
Closed -$226K 731
2018
Q2
$226K Sell
1,311
-2,335
-64% -$403K 0.02% 448
2018
Q1
$527K Sell
3,646
-18,914
-84% -$2.73M 0.04% 311
2017
Q4
$2.96M Sell
22,560
-3,151
-12% -$413K 0.26% 65
2017
Q3
$3.1M Buy
+25,711
New +$3.1M 0.31% 73
2016
Q4
Sell
-4,145
Closed -$517K 591
2016
Q3
$517K Buy
+4,145
New +$517K 0.07% 224