Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,000
Closed -$173K 364
2020
Q2
$173K Sell
10,000
-119,533
-92% -$2.07M 0.02% 224
2020
Q1
$2.27M Buy
+129,533
New +$2.27M 0.36% 77
2019
Q3
Sell
-177,107
Closed -$3.68M 355
2019
Q2
$3.68M Buy
+177,107
New +$3.68M 0.43% 69
2018
Q2
Sell
-55,329
Closed -$1.21M 425
2018
Q1
$1.21M Sell
55,329
-10,456
-16% -$229K 0.15% 155
2017
Q4
$1.38M Buy
+65,785
New +$1.38M 0.18% 124