Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-13,101
Closed -$209K 509
2020
Q2
$209K Buy
13,101
+1,608
+14% +$25.7K 0.02% 400
2020
Q1
$158K Buy
11,493
+259
+2% +$3.56K 0.02% 374
2019
Q4
$217K Buy
+11,234
New +$217K 0.02% 432
2016
Q4
Sell
-46,874
Closed -$1.37M 410
2016
Q3
$1.37M Buy
46,874
+10
+0% +$291 0.23% 133
2016
Q2
$1.45M Sell
46,864
-400
-0.8% -$12.4K 0.24% 122
2016
Q1
$1.52M Buy
47,264
+405
+0.9% +$13K 0.27% 103
2015
Q4
$1.51M Buy
46,859
+237
+0.5% +$7.65K 0.33% 81
2015
Q3
$1.48M Buy
+46,622
New +$1.48M 0.37% 73