Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,109
Closed -$1.38M 104
2020
Q2
$1.38M Sell
7,109
-332
-4% -$64.6K 0.68% 48
2020
Q1
$1.07M Buy
7,441
+138
+2% +$19.8K 0.67% 48
2019
Q4
$1.3M Sell
7,303
-53
-0.7% -$9.44K 0.65% 51
2019
Q3
$1.17M Sell
7,356
-81
-1% -$12.9K 0.64% 51
2019
Q2
$879K Sell
7,437
-352
-5% -$41.6K 0.49% 60
2019
Q1
$930K Buy
7,789
+2,813
+57% +$336K 0.52% 59
2018
Q4
$445K Sell
4,976
-2,665
-35% -$238K 0.31% 80
2018
Q3
$777K Buy
7,641
+12
+0.2% +$1.22K 0.53% 64
2018
Q2
$782K Buy
7,629
+744
+11% +$76.3K 0.56% 61
2018
Q1
$751K Buy
+6,885
New +$751K 0.56% 62