Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-60,425
Closed -$3.39M 154
2019
Q4
$3.39M Buy
60,425
+3,970
+7% +$222K 1.74% 15
2019
Q3
$2.77M Sell
56,455
-1,095
-2% -$53.8K 1.66% 17
2019
Q2
$2.76M Buy
57,550
+350
+0.6% +$16.8K 1.72% 18
2019
Q1
$2.91M Sell
57,200
-11,280
-16% -$574K 1.85% 18
2018
Q4
$2.65M Sell
68,480
-1,044
-2% -$40.4K 1.89% 20
2018
Q3
$3.88M Sell
69,524
-2,551
-4% -$142K 2.54% 16
2018
Q2
$3.22M Buy
+72,075
New +$3.22M 2.32% 18