Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-28,517
Closed -$274K 210
2020
Q3
$274K Sell
28,517
-10,784
-27% -$104K 0.08% 207
2020
Q2
$383K Sell
39,301
-183,343
-82% -$1.79M 0.06% 231
2020
Q1
$1.73M Sell
222,644
-18,870
-8% -$147K 0.18% 140
2019
Q4
$2.8M Sell
241,514
-3,000
-1% -$34.8K 0.26% 117
2019
Q3
$2.77M Sell
244,514
-22,050
-8% -$249K 0.24% 112
2019
Q2
$3.3M Buy
266,564
+58,748
+28% +$727K 0.26% 116
2019
Q1
$2.59M Buy
+207,816
New +$2.59M 0.2% 129