Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,956
Closed -$386K 119
2020
Q2
$386K Buy
+3,956
New +$386K 1.66% 6
2020
Q1
Sell
-1,966
Closed -$227K 49
2019
Q4
$227K Buy
+1,966
New +$227K 0.76% 73
2018
Q2
Sell
-4,110
Closed -$293K 120
2018
Q1
$293K Sell
4,110
-4,492
-52% -$320K 0.42% 116
2017
Q4
$564K Buy
+8,602
New +$564K 0.24% 154