Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-183,621
Closed -$3.08M 173
2019
Q4
$3.08M Buy
183,621
+108,532
+145% +$1.82M 0.15% 165
2019
Q3
$1.24M Buy
75,089
+49,100
+189% +$813K 0.06% 448
2019
Q2
$458K Buy
+25,989
New +$458K 0.03% 778
2017
Q4
Sell
-55,693
Closed -$1.08M 1380
2017
Q3
$1.08M Sell
55,693
-91,600
-62% -$1.77M 0.05% 502
2017
Q2
$2.69M Buy
147,293
+23,900
+19% +$436K 0.14% 186
2017
Q1
$2.01M Buy
123,393
+30,693
+33% +$500K 0.09% 309
2016
Q4
$1.28M Buy
92,700
+77,800
+522% +$1.08M 0.08% 411
2016
Q3
$234K Buy
+14,900
New +$234K 0.08% 432