Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-40,988
Closed -$2.16M 365
2019
Q4
$2.16M Sell
40,988
-1,836
-4% -$96.8K 0.6% 13
2019
Q3
$2M Sell
42,824
-724
-2% -$33.8K 0.37% 149
2019
Q2
$2.08M Buy
43,548
+9,483
+28% +$453K 0.37% 151
2019
Q1
$1.55M Buy
34,065
+2,847
+9% +$129K 0.27% 175
2018
Q4
$1.19M Sell
31,218
-11,840
-27% -$451K 0.24% 189
2018
Q3
$1.96M Sell
43,058
-730
-2% -$33.2K 0.43% 63
2018
Q2
$1.81M Sell
43,788
-16,935
-28% -$700K 0.41% 67
2018
Q1
$2.68M Buy
60,723
+44,616
+277% +$1.97M 0.66% 18
2017
Q4
$763K Sell
16,107
-2,945
-15% -$140K 0.19% 203
2017
Q3
$919K Buy
+19,052
New +$919K 0.18% 189