Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-18,137
Closed -$609K 2238
2020
Q2
$609K Buy
+18,137
New +$609K 0.01% 1014
2017
Q4
Sell
-4,463
Closed -$442K 1630
2017
Q3
$442K Buy
+4,463
New +$442K 0.01% 1043
2017
Q1
Sell
-9,084
Closed -$369K 1699
2016
Q4
$369K Buy
9,084
+1,784
+24% +$72.5K ﹤0.01% 1196
2016
Q3
$366K Sell
7,300
-2,100
-22% -$105K ﹤0.01% 1085
2016
Q2
$267K Buy
+9,400
New +$267K ﹤0.01% 1390
2016
Q1
Hold
0
1671
2015
Q4
Hold
0
1577
2015
Q3
Hold
0
1612
2015
Q2
Hold
0
1714
2014
Q3
Sell
-35,948
Closed -$736K 1220
2014
Q2
$736K Buy
+35,948
New +$736K 0.03% 376