Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-26,334
Closed -$416K 1071
2020
Q2
$416K Buy
+26,334
New +$416K 0.02% 653
2018
Q1
Sell
-33,344
Closed -$109K 865
2017
Q4
$109K Buy
33,344
+865
+3% +$2.83K 0.01% 814
2017
Q3
$125K Sell
32,479
-4,646
-13% -$17.9K 0.01% 801
2017
Q2
$117K Sell
37,125
-27,144
-42% -$85.5K 0.01% 750
2017
Q1
$316K Buy
64,269
+47,696
+288% +$235K 0.03% 558
2016
Q4
$88K Buy
+16,573
New +$88K 0.01% 698
2016
Q2
Sell
-80,718
Closed -$322K 703
2016
Q1
$322K Buy
+80,718
New +$322K 0.04% 429