Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-25,020
Closed -$701K 181
2020
Q1
$701K Sell
25,020
-770
-3% -$21.6K 0.24% 67
2019
Q4
$1.01M Sell
25,790
-10,540
-29% -$412K 0.29% 69
2019
Q3
$1.39M Buy
36,330
+8,780
+32% +$336K 0.43% 56
2019
Q2
$1.15M Buy
27,550
+1,640
+6% +$68.5K 0.37% 62
2019
Q1
$1.04M Buy
25,910
+2,433
+10% +$97.6K 0.37% 64
2018
Q4
$930K Sell
23,477
-430
-2% -$17K 0.39% 60
2018
Q3
$1M Buy
23,907
+1,194
+5% +$50K 0.36% 63
2018
Q2
$1.01M Buy
+22,713
New +$1.01M 0.39% 61