Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,598
Closed -$110K 244
2020
Q1
$110K Sell
10,598
-12,547
-54% -$130K 0.02% 251
2019
Q4
$469K Sell
23,145
-20,136
-47% -$408K 0.06% 207
2019
Q3
$772K Buy
43,281
+24,195
+127% +$432K 0.09% 158
2019
Q2
$339K Sell
19,086
-1,120
-6% -$19.9K 0.04% 230
2019
Q1
$318K Sell
20,206
-61,957
-75% -$975K 0.04% 237
2018
Q4
$1.21M Sell
82,163
-31,997
-28% -$473K 0.15% 141
2018
Q3
$2.27M Buy
114,160
+13,502
+13% +$269K 0.27% 104
2018
Q2
$1.97M Buy
100,658
+45,148
+81% +$882K 0.24% 116
2018
Q1
$1.09M Buy
55,510
+1,391
+3% +$27.2K 0.14% 167
2017
Q4
$1.09M Buy
+54,119
New +$1.09M 0.14% 150