Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,242
Closed -$603K 169
2019
Q4
$603K Buy
15,242
+3,068
+25% +$121K 0.14% 149
2019
Q3
$451K Sell
12,174
-205
-2% -$7.59K 0.11% 154
2019
Q2
$510K Buy
+12,379
New +$510K 0.13% 146
2016
Q3
Sell
-7,423
Closed -$221K 166
2016
Q2
$221K Sell
7,423
-10,130
-58% -$302K 0.05% 200
2016
Q1
$446K Buy
+17,553
New +$446K 0.08% 201