Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,229
Closed -$229K 343
2019
Q4
$229K Sell
10,229
-12,529
-55% -$280K 0.1% 127
2019
Q3
$470K Buy
22,758
+5,642
+33% +$117K 0.18% 95
2019
Q2
$293K Buy
17,116
+2,654
+18% +$45.4K 0.15% 86
2019
Q1
$247K Buy
+14,462
New +$247K 0.16% 82
2017
Q1
Sell
-63,359
Closed -$1.51M 362
2016
Q4
$1.51M Sell
63,359
-2,867
-4% -$68.5K 0.38% 66
2016
Q3
$1.56M Buy
+66,226
New +$1.56M 0.4% 71