Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,732
Closed -$366K 451
2019
Q4
$366K Sell
3,732
-8,150
-69% -$799K 0.02% 387
2019
Q3
$1.02M Sell
11,882
-3,311
-22% -$285K 0.04% 380
2019
Q2
$1.21M Buy
15,193
+1,222
+9% +$97.6K 0.05% 432
2019
Q1
$895K Buy
13,971
+679
+5% +$43.5K 0.04% 456
2018
Q4
$701K Sell
13,292
-5,027
-27% -$265K 0.04% 448
2018
Q3
$1.27M Sell
18,319
-1,211
-6% -$83.8K 0.05% 399
2018
Q2
$1.15M Sell
19,530
-3,604
-16% -$213K 0.04% 432
2018
Q1
$1.51M Sell
23,134
-6,593
-22% -$431K 0.05% 348
2017
Q4
$1.92M Buy
+29,727
New +$1.92M 0.06% 380
2017
Q3
Sell
-6,889
Closed -$356K 762
2017
Q2
$356K Buy
+6,889
New +$356K 0.01% 877
2014
Q2
Sell
-23,625
Closed -$836K 1087
2014
Q1
$836K Buy
+23,625
New +$836K 0.01% 726
2013
Q4
Sell
-5,500
Closed -$88K 974
2013
Q3
$88K Buy
+5,500
New +$88K ﹤0.01% 1068