Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,066
Closed -$106K 2093
2020
Q1
$106K Sell
5,066
-165
-3% -$3.45K 0.01% 694
2019
Q4
$141K Buy
+5,231
New +$141K 0.01% 699
2019
Q1
Sell
-1,377
Closed -$27K 1714
2018
Q4
$27K Buy
1,377
+756
+122% +$14.8K ﹤0.01% 972
2018
Q3
$15K Hold
621
﹤0.01% 1085
2018
Q2
$14.3K Buy
+621
New +$14.3K ﹤0.01% 1051
2015
Q1
Sell
-22,125
Closed -$191K 518
2014
Q4
$191K Buy
+22,125
New +$191K 0.02% 378