Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-503
Closed -$1.92M 86
2019
Q4
$1.92M Sell
503
-4
-0.8% -$15.2K 1.53% 34
2019
Q3
$1.89M Hold
507
1.6% 34
2019
Q2
$1.71M Sell
507
-38
-7% -$128K 1.44% 44
2019
Q1
$1.51M Buy
545
+21
+4% +$58.1K 1.39% 43
2018
Q4
$1.28M Sell
524
-92
-15% -$224K 1.4% 38
2018
Q3
$1.52M Sell
616
-7,880
-93% -$19.5M 1.37% 44
2018
Q2
$2.01K Buy
8,496
+7,971
+1,518% +$1.89K 1.85% 28
2018
Q1
$1.47M Buy
525
+5
+1% +$14K 1.41% 44
2017
Q4
$1.82M Buy
+520
New +$1.82M 1.59% 32