Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,213
Closed -$399K 483
2019
Q4
$399K Sell
4,213
-13,517
-76% -$1.28M 0.02% 374
2019
Q3
$1.34M Sell
17,730
-4,724
-21% -$358K 0.06% 317
2019
Q2
$1.88M Buy
22,454
+10,860
+94% +$907K 0.07% 288
2019
Q1
$871K Buy
+11,594
New +$871K 0.04% 471
2018
Q3
Sell
-6,682
Closed -$470K 940
2018
Q2
$470K Sell
6,682
-3,937
-37% -$277K 0.02% 679
2018
Q1
$821K Sell
10,619
-2,748
-21% -$212K 0.03% 510
2017
Q4
$1.22M Buy
+13,367
New +$1.22M 0.04% 524