Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,000
Closed -$248K 411
2020
Q1
$248K Sell
3,000
-1,400
-32% -$116K 0.03% 286
2019
Q4
$446K Buy
+4,400
New +$446K 0.04% 268
2017
Q3
Sell
-20,000
Closed -$1.18M 373
2017
Q2
$1.18M Sell
20,000
-10,000
-33% -$590K 0.15% 121
2017
Q1
$1.67M Buy
30,000
+25,000
+500% +$1.39M 0.23% 88
2016
Q4
$254K Buy
+5,000
New +$254K 0.04% 271
2016
Q2
Sell
-8,000
Closed -$492K 378
2016
Q1
$492K Buy
8,000
+4,000
+100% +$246K 0.09% 192
2015
Q4
$250K Hold
4,000
0.05% 270
2015
Q3
$246K Buy
+4,000
New +$246K 0.05% 246