Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,962
Closed -$89K 184
2020
Q1
$89K Sell
1,962
-50,089
-96% -$2.27M 0.16% 67
2019
Q4
$4.45M Buy
52,051
+768
+1% +$65.7K 2.51% 9
2019
Q3
$4.07M Buy
51,283
+617
+1% +$49K 2.37% 11
2019
Q2
$3.58M Buy
50,666
+23,254
+85% +$1.64M 2.15% 20
2019
Q1
$1.83M Buy
27,412
+26,585
+3,215% +$1.77M 1.12% 25
2018
Q4
$52K Hold
827
0.05% 100
2018
Q3
$61K Hold
827
0.04% 114
2018
Q2
$56K Hold
827
0.04% 108
2018
Q1
$50K Hold
827
0.04% 111
2017
Q4
$50K Buy
+827
New +$50K 0.04% 127