Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$383K Sell
3,577
-5,154
-59% -$552K 0.18% 252
2020
Q1
$799K Sell
8,731
-4,364
-33% -$399K 0.36% 104
2019
Q4
$1.13M Buy
13,095
+8,098
+162% +$699K 0.31% 198
2019
Q3
$457K Sell
4,997
-34
-0.7% -$3.11K 0.08% 287
2019
Q2
$403K Buy
+5,031
New +$403K 0.07% 291
2019
Q1
Sell
-15,613
Closed -$954K 318
2018
Q4
$954K Sell
15,613
-14,748
-49% -$901K 0.2% 212
2018
Q3
$2.22M Sell
30,361
-762
-2% -$55.7K 0.48% 28
2018
Q2
$2.28M Buy
31,123
+1,872
+6% +$137K 0.52% 26
2018
Q1
$2.08M Buy
+29,251
New +$2.08M 0.51% 39