Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-19,126
Closed -$1.25M 320
2019
Q4
$1.25M Sell
19,126
-31,924
-63% -$2.09M 0.35% 147
2019
Q3
$2.74M Sell
51,050
-1,162
-2% -$62.4K 0.51% 45
2019
Q2
$2.68M Sell
52,212
-3,643
-7% -$187K 0.48% 82
2019
Q1
$2.95M Sell
55,855
-9,857
-15% -$521K 0.51% 56
2018
Q4
$2.87M Buy
65,712
+27,078
+70% +$1.18M 0.59% 9
2018
Q3
$1.69M Sell
38,634
-12,124
-24% -$530K 0.37% 129
2018
Q2
$1.76M Buy
50,758
+2,555
+5% +$88.3K 0.4% 80
2018
Q1
$1.44M Buy
+48,203
New +$1.44M 0.36% 152