Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,988
Closed -$210K 1840
2019
Q4
$210K Buy
+2,988
New +$210K ﹤0.01% 1648
2019
Q3
Sell
-8,231
Closed -$518K 1899
2019
Q2
$518K Buy
+8,231
New +$518K 0.01% 812
2017
Q4
Sell
-5,051
Closed -$469K 1638
2017
Q3
$469K Buy
+5,051
New +$469K 0.01% 1009
2015
Q2
Sell
-2,889
Closed -$329K 1716
2015
Q1
$329K Buy
+2,889
New +$329K 0.01% 822
2014
Q1
Sell
-1,832
Closed -$210K 984
2013
Q4
$210K Buy
+1,832
New +$210K 0.01% 893