Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-844
Closed -$118K 316
2019
Q4
$118K Sell
844
-3,455
-80% -$483K 0.01% 486
2019
Q3
$598K Buy
4,299
+2,247
+110% +$313K 0.03% 454
2019
Q2
$294K Hold
2,052
0.02% 482
2019
Q1
$315K Sell
2,052
-4,768
-70% -$732K 0.03% 476
2018
Q4
$1.1M Buy
+6,820
New +$1.1M 0.14% 220
2018
Q1
Sell
-3,043
Closed -$404K 434
2017
Q4
$404K Buy
+3,043
New +$404K 0.02% 486
2015
Q4
Sell
-29,632
Closed -$3.43M 257
2015
Q3
$3.43M Buy
+29,632
New +$3.43M 0.18% 132