Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,721
Closed -$229K 642
2019
Q4
$229K Sell
3,721
-605
-14% -$37.2K 0.01% 592
2019
Q3
$237K Sell
4,326
-2,866
-40% -$157K 0.01% 614
2019
Q2
$374K Sell
7,192
-44,441
-86% -$2.31M 0.01% 564
2019
Q1
$2.4M Buy
51,633
+44,835
+660% +$2.09M 0.06% 275
2018
Q4
$269K Sell
6,798
-510
-7% -$20.2K 0.01% 734
2018
Q3
$421K Sell
7,308
-168
-2% -$9.68K 0.01% 632
2018
Q2
$405K Sell
7,476
-1,065
-12% -$57.7K 0.01% 635
2018
Q1
$434K Buy
8,541
+65
+0.8% +$3.3K 0.01% 624
2017
Q4
$446K Buy
8,476
+458
+6% +$24.1K 0.01% 603
2017
Q3
$410K Buy
8,018
+704
+10% +$36K 0.01% 521
2017
Q2
$340K Buy
7,314
+616
+9% +$28.6K 0.01% 563
2017
Q1
$308K Buy
+6,698
New +$308K 0.01% 410
2015
Q4
Sell
-69,600
Closed -$2.66M 419
2015
Q3
$2.66M Sell
69,600
-10,670
-13% -$408K 0.18% 127
2015
Q2
$3.68M Buy
+80,270
New +$3.68M 0.24% 98