Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$378K Buy
+9,903
New +$378K ﹤0.01% 2084
2020
Q2
Sell
-10,371
Closed -$128K 2351
2020
Q1
$128K Buy
+10,371
New +$128K ﹤0.01% 2180
2019
Q3
Sell
-19,902
Closed -$307K 2405
2019
Q2
$307K Buy
19,902
+5,781
+41% +$89.2K ﹤0.01% 2012
2019
Q1
$208K Sell
14,121
-15,417
-52% -$227K ﹤0.01% 2142
2018
Q4
$475K Buy
29,538
+5,184
+21% +$83.4K ﹤0.01% 1711
2018
Q3
$611K Buy
24,354
+2,789
+13% +$70K ﹤0.01% 1663
2018
Q2
$529K Buy
21,565
+2,649
+14% +$65K ﹤0.01% 1718
2018
Q1
$431K Sell
18,916
-2,843
-13% -$64.8K ﹤0.01% 1765
2017
Q4
$478K Buy
21,759
+3,557
+20% +$78.1K ﹤0.01% 1721
2017
Q3
$434K Buy
18,202
+6,807
+60% +$162K ﹤0.01% 1725
2017
Q2
$179K Buy
+11,395
New +$179K ﹤0.01% 2122