Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14
Closed -$53K 47
2019
Q4
$53K Sell
14
-311
-96% -$1.18M 0.02% 26
2019
Q3
$1.18M Buy
+325
New +$1.18M 0.74% 57
2018
Q1
Sell
-506
Closed -$1.78M 100
2017
Q4
$1.78M Buy
+506
New +$1.78M 0.61% 57
2015
Q4
Sell
-527
Closed -$804K 61
2015
Q3
$804K Buy
+527
New +$804K 0.99% 75