Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,986
Closed -$1.24M 49
2020
Q1
$1.24M Buy
6,986
+5,706
+446% +$1.01M 0.62% 75
2019
Q4
$261K Sell
1,280
-495
-28% -$101K 0.09% 140
2019
Q3
$269K Buy
+1,775
New +$269K 0.1% 138
2018
Q4
Sell
-9,974
Closed -$2.08M 137
2018
Q3
$2.08M Sell
9,974
-4,328
-30% -$901K 0.85% 25
2018
Q2
$2.43M Buy
14,302
+1,741
+14% +$296K 0.85% 46
2018
Q1
$2.11M Sell
12,561
-947
-7% -$159K 0.76% 73
2017
Q4
$2.74M Buy
13,508
+1,768
+15% +$359K 1.03% 16
2017
Q3
$2.19M Sell
11,740
-2,629
-18% -$491K 0.89% 31
2017
Q2
$2.4M Buy
+14,369
New +$2.4M 0.84% 50