Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$415K Buy
5,080
+2,800
+123% +$229K 0.04% 473
2019
Q4
$228K Sell
2,280
-1,655
-42% -$166K 0.01% 804
2019
Q3
$345K Sell
3,935
-6,075
-61% -$533K 0.02% 753
2019
Q2
$830K Buy
+10,010
New +$830K 0.04% 571
2018
Q3
Sell
-4,543
Closed -$351K 825
2018
Q2
$351K Buy
4,543
+1,153
+34% +$89.1K 0.01% 714
2018
Q1
$225K Buy
+3,390
New +$225K 0.01% 715
2017
Q2
Sell
-17,641
Closed -$1.07M 786
2017
Q1
$1.07M Sell
17,641
-6,964
-28% -$420K 0.03% 448
2016
Q4
$1.21M Buy
+24,605
New +$1.21M 0.03% 430