Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,386
Closed -$240K 178
2020
Q2
$240K Sell
4,386
-545
-11% -$29.8K 0.04% 147
2020
Q1
$225K Sell
4,931
-9,627
-66% -$439K 0.04% 147
2019
Q4
$1.25M Sell
14,558
-1,540
-10% -$132K 0.19% 102
2019
Q3
$1.28M Sell
16,098
-695
-4% -$55.2K 0.21% 100
2019
Q2
$1.19M Sell
16,793
-828
-5% -$58.6K 0.19% 102
2019
Q1
$1.18M Sell
17,621
-976
-5% -$65.1K 0.2% 102
2018
Q4
$1.17M Sell
18,597
-6,207
-25% -$389K 0.24% 100
2018
Q3
$1.82M Sell
24,804
-1,665
-6% -$122K 0.25% 83
2018
Q2
$1.81M Sell
26,469
-5,196
-16% -$355K 0.27% 79
2018
Q1
$1.9M Sell
31,665
-2,660
-8% -$160K 0.27% 82
2017
Q4
$2.09M Sell
34,325
-467
-1% -$28.4K 0.27% 82
2017
Q3
$1.88M Sell
34,792
-378
-1% -$20.4K 0.26% 83
2017
Q2
$1.77M Buy
+35,170
New +$1.77M 0.25% 82