Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-13,700
Closed -$471K 1106
2020
Q3
$471K Buy
+13,700
New +$471K ﹤0.01% 609
2018
Q3
Sell
-5,715
Closed -$376K 985
2018
Q2
$376K Buy
5,715
+1,937
+51% +$127K ﹤0.01% 726
2018
Q1
$248K Sell
3,778
-140
-4% -$9.19K ﹤0.01% 785
2017
Q4
$293K Buy
+3,918
New +$293K ﹤0.01% 687
2017
Q3
Sell
-4,022
Closed -$266K 1367
2017
Q2
$266K Sell
4,022
-1,245
-24% -$82.3K ﹤0.01% 680
2017
Q1
$336K Buy
5,267
+1,280
+32% +$81.7K ﹤0.01% 645
2016
Q4
$264K Buy
+3,987
New +$264K ﹤0.01% 692