Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,349
Closed -$386K 382
2019
Q4
$386K Sell
5,349
-7,910
-60% -$571K 0.02% 379
2019
Q3
$877K Sell
13,259
-3,126
-19% -$207K 0.04% 415
2019
Q2
$1.02M Sell
16,385
-1,535
-9% -$95.3K 0.04% 485
2019
Q1
$970K Buy
17,920
+2,811
+19% +$152K 0.04% 437
2018
Q4
$885K Sell
15,109
-11,410
-43% -$668K 0.04% 390
2018
Q3
$1.75M Sell
26,519
-2,272
-8% -$150K 0.06% 313
2018
Q2
$1.91M Sell
28,791
-4,748
-14% -$314K 0.07% 295
2018
Q1
$2.24M Sell
33,539
-27,714
-45% -$1.85M 0.08% 269
2017
Q4
$4.01M Buy
+61,253
New +$4.01M 0.12% 200