Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-12,929
Closed -$202K 313
2020
Q3
$202K Buy
+12,929
New +$202K 0.35% 145
2018
Q3
Sell
-17,315
Closed -$188K 178
2018
Q2
$188K Buy
+17,315
New +$188K 0.87% 62
2017
Q4
Sell
-32,727
Closed -$288K 207
2017
Q3
$288K Buy
+32,727
New +$288K 0.74% 42
2016
Q1
Sell
-15,059
Closed -$230K 204
2015
Q4
$230K Buy
15,059
+2,936
+24% +$44.8K 0.19% 46
2015
Q3
$204K Buy
12,123
+730
+6% +$12.3K 0.07% 130
2015
Q2
$253K Buy
+11,393
New +$253K 0.1% 62
2015
Q1
Sell
-12,595
Closed -$246K 219
2014
Q4
$246K Buy
+12,595
New +$246K 0.1% 108