Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-76,682
Closed -$2.77M 58
2019
Q4
$2.77M Buy
76,682
+68,034
+787% +$2.46M 0.95% 13
2019
Q3
$337K Buy
+8,648
New +$337K 0.11% 215
2018
Q4
Sell
-10,784
Closed -$356K 408
2018
Q3
$356K Buy
+10,784
New +$356K 0.17% 201
2018
Q1
Sell
-5,524
Closed -$208K 380
2017
Q4
$208K Sell
5,524
-3,235
-37% -$122K 0.18% 261
2017
Q3
$337K Sell
8,759
-770
-8% -$29.6K 0.33% 110
2017
Q2
$333K Sell
9,529
-2,551
-21% -$89.1K 0.37% 110
2017
Q1
$406K Buy
+12,080
New +$406K 0.24% 153