Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,982
Closed -$272K 503
2020
Q1
$272K Sell
7,982
-31,859
-80% -$1.09M 0.1% 296
2019
Q4
$2.5M Sell
39,841
-54,490
-58% -$3.41M 0.18% 186
2019
Q3
$4.72M Buy
+94,331
New +$4.72M 0.37% 80
2019
Q1
Sell
-23,151
Closed -$833K 569
2018
Q4
$833K Buy
+23,151
New +$833K 0.12% 252
2018
Q1
Sell
-14,799
Closed -$1.01M 593
2017
Q4
$1.01M Sell
14,799
-52,309
-78% -$3.57M 0.08% 361
2017
Q3
$4.81M Buy
67,108
+36,030
+116% +$2.58M 0.36% 67
2017
Q2
$2.11M Buy
+31,078
New +$2.11M 0.16% 237