Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-24,083
Closed -$415K 316
2019
Q4
$415K Buy
24,083
+85
+0.4% +$1.47K 0.09% 205
2019
Q3
$449K Buy
23,998
+4,627
+24% +$86.6K 0.1% 193
2019
Q2
$424K Buy
+19,371
New +$424K 0.1% 208
2016
Q1
Sell
-10,357
Closed -$179K 199
2015
Q4
$179K Sell
10,357
-257
-2% -$4.44K 0.09% 170
2015
Q3
$178K Buy
10,614
+450
+4% +$7.55K 0.1% 150
2015
Q2
$274K Buy
10,164
+737
+8% +$19.9K 0.14% 140
2015
Q1
$302K Buy
+9,427
New +$302K 0.16% 121
2014
Q4
Sell
-8,077
Closed -$204K 174
2014
Q3
$204K Buy
+8,077
New +$204K 0.11% 151