Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,865
Closed -$351K 77
2019
Q4
$351K Buy
8,865
+771
+10% +$30.5K 0.17% 45
2019
Q3
$320K Buy
8,094
+1,962
+32% +$77.6K 0.06% 47
2019
Q2
$226K Sell
6,132
-42
-0.7% -$1.55K 0.04% 63
2019
Q1
$201K Buy
+6,174
New +$201K 0.04% 61
2017
Q4
Sell
-13,425
Closed -$349K 73
2017
Q3
$349K Buy
+13,425
New +$349K 0.11% 40
2015
Q3
Hold
0
76
2015
Q2
Hold
0
86