Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-36,513
Closed -$3.97M 50
2020
Q3
$3.97M Buy
36,513
+11,701
+47% +$1.27M 1.32% 21
2020
Q2
$2.27M Buy
24,812
+1,731
+7% +$158K 0.87% 38
2020
Q1
$1.82M Sell
23,081
-2,485
-10% -$196K 0.86% 34
2019
Q4
$2.22M Buy
25,566
+5,094
+25% +$443K 1.02% 21
2019
Q3
$1.71M Buy
20,472
+3,690
+22% +$309K 0.8% 33
2019
Q2
$1.41M Sell
16,782
-437
-3% -$36.7K 0.6% 38
2019
Q1
$1.38M Sell
17,219
-268
-2% -$21.4K 0.61% 40
2018
Q4
$1.27M Buy
17,487
+14,592
+504% +$1.06M 0.64% 37
2018
Q3
$212K Buy
+2,895
New +$212K 0.08% 170