Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-14,863
Closed -$182K 47
2019
Q4
$182K Sell
14,863
-24,326
-62% -$298K 0.29% 72
2019
Q3
$352K Sell
39,189
-5,041
-11% -$45.3K 0.45% 76
2019
Q2
$872K Buy
44,230
+3,582
+9% +$70.6K 0.93% 46
2019
Q1
$927K Sell
40,648
-467
-1% -$10.7K 0.91% 56
2018
Q4
$884K Sell
41,115
-4,395
-10% -$94.5K 0.96% 46
2018
Q3
$1.26M Sell
45,510
-11,669
-20% -$322K 0.92% 51
2018
Q2
$1.62M Buy
57,179
+4,846
+9% +$138K 1.03% 34
2018
Q1
$1.48M Sell
52,333
-1,130
-2% -$32K 0.86% 57
2017
Q4
$1.54M Buy
53,463
+7,211
+16% +$208K 0.83% 60
2017
Q3
$1.23M Buy
46,252
+10,642
+30% +$283K 0.68% 83
2017
Q2
$948K Buy
+35,610
New +$948K 0.52% 97