Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,408
Closed -$347K 173
2020
Q1
$347K Buy
+6,408
New +$347K 0.03% 118
2017
Q3
Sell
-3,614
Closed -$196K 190
2017
Q2
$196K Hold
3,614
0.03% 35
2017
Q1
$187K Buy
3,614
+393
+12% +$20.3K 0.03% 36
2016
Q4
$162K Buy
3,221
+642
+25% +$32.3K 0.02% 155
2016
Q3
$136K Buy
2,579
+174
+7% +$9.18K 0.02% 168
2016
Q2
$139K Buy
+2,405
New +$139K 0.02% 120