Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-28,219
Closed -$1.38M 652
2019
Q4
$1.38M Sell
28,219
-8,543
-23% -$417K ﹤0.01% 558
2019
Q3
$1.62M Sell
36,762
-7,231
-16% -$318K ﹤0.01% 528
2019
Q2
$2.28M Sell
43,993
-7,622
-15% -$395K ﹤0.01% 509
2019
Q1
$2.52M Buy
51,615
+686
+1% +$33.5K ﹤0.01% 509
2018
Q4
$2.19M Sell
50,929
-36,726
-42% -$1.58M ﹤0.01% 531
2018
Q3
$3.9M Sell
87,655
-3,130
-3% -$139K ﹤0.01% 501
2018
Q2
$4.05M Sell
90,785
-4,220
-4% -$188K ﹤0.01% 507
2018
Q1
$3.77M Sell
95,005
-12,975
-12% -$514K ﹤0.01% 545
2017
Q4
$4.43M Buy
107,980
+93,987
+672% +$3.86M 0.01% 533
2017
Q3
$506K Buy
+13,993
New +$506K ﹤0.01% 737