Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-95,422
Closed -$426K 946
2020
Q2
$426K Sell
95,422
-19,564
-17% -$87.3K ﹤0.01% 873
2020
Q1
$593K Buy
114,986
+1,435
+1% +$7.4K ﹤0.01% 821
2019
Q4
$1.28M Sell
113,551
-9,016
-7% -$101K ﹤0.01% 778
2019
Q3
$1.29M Sell
122,567
-36,214
-23% -$381K ﹤0.01% 767
2019
Q2
$2.13M Sell
158,781
-26,031
-14% -$349K ﹤0.01% 738
2019
Q1
$2.13M Buy
184,812
+64,915
+54% +$747K ﹤0.01% 730
2018
Q4
$763K Sell
119,897
-5,834
-5% -$37.1K ﹤0.01% 787
2018
Q3
$1.58M Buy
125,731
+13,688
+12% +$172K ﹤0.01% 752
2018
Q2
$1.58M Buy
112,043
+28,021
+33% +$395K ﹤0.01% 751
2018
Q1
$1.54M Sell
84,022
-1,698
-2% -$31.1K ﹤0.01% 706
2017
Q4
$1.71M Buy
85,720
+2,311
+3% +$46K ﹤0.01% 691
2017
Q3
$1.38M Buy
+83,409
New +$1.38M ﹤0.01% 698