Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,374
Closed -$381K 79
2019
Q4
$381K Sell
6,374
-182
-3% -$10.9K 0.35% 56
2019
Q3
$338K Buy
+6,556
New +$338K 0.32% 58
2019
Q2
Sell
-7,150
Closed -$384K 94
2019
Q1
$384K Sell
7,150
-1,343
-16% -$72.1K 0.32% 59
2018
Q4
$399K Buy
+8,493
New +$399K 0.42% 59
2017
Q2
Sell
-9,895
Closed -$357K 114
2017
Q1
$357K Sell
9,895
-41,856
-81% -$1.51M 0.31% 69
2016
Q4
$1.88M Buy
+51,751
New +$1.88M 2.41% 19