Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-12,072
Closed -$654K 308
2020
Q2
$654K Buy
+12,072
New +$654K 0.06% 221
2019
Q4
Sell
-11,143
Closed -$437K 310
2019
Q3
$437K Sell
11,143
-699
-6% -$27.4K 0.02% 263
2019
Q2
$487K Sell
11,842
-33,844
-74% -$1.39M 0.01% 307
2019
Q1
$1.71M Sell
45,686
-34,457
-43% -$1.29M 0.03% 198
2018
Q4
$2.72M Sell
80,143
-730
-0.9% -$24.8K 0.06% 163
2018
Q3
$2.53M Buy
80,873
+26,076
+48% +$814K 0.04% 180
2018
Q2
$1.45M Buy
+54,797
New +$1.45M 0.02% 236