Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$240K Buy
+1,233
New +$240K 0.11% 278
2018
Q2
Sell
-24,023
Closed -$2.62M 355
2018
Q1
$2.62M Buy
24,023
+15,926
+197% +$1.74M 0.65% 21
2017
Q4
$851K Sell
8,097
-1,494
-16% -$157K 0.21% 185
2017
Q3
$1.02M Sell
9,591
-9,423
-50% -$999K 0.19% 183
2017
Q2
$1.74M Buy
19,014
+9,136
+92% +$836K 0.29% 102
2017
Q1
$939K Buy
+9,878
New +$939K 0.2% 93
2016
Q4
Sell
-953
Closed -$66K 144
2016
Q3
$66K Buy
+953
New +$66K 0.6% 23