Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,519
Closed -$554K 376
2020
Q1
$554K Sell
5,519
-1,416
-20% -$142K 0.25% 219
2019
Q4
$1.48M Sell
6,935
-13,782
-67% -$2.94M 0.41% 67
2019
Q3
$3.54M Buy
+20,717
New +$3.54M 0.65% 5
2019
Q2
Sell
-18,000
Closed -$1.85M 374
2019
Q1
$1.85M Sell
18,000
-854
-5% -$87.9K 0.32% 161
2018
Q4
$2.26M Buy
+18,854
New +$2.26M 0.46% 97
2018
Q3
Sell
-11,302
Closed -$1.58M 387
2018
Q2
$1.58M Sell
11,302
-4,902
-30% -$685K 0.36% 152
2018
Q1
$1.54M Buy
+16,204
New +$1.54M 0.38% 95