Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$277K Hold
5,908
0.68% 38
2020
Q3
$220K Hold
5,908
0.36% 50
2020
Q2
$216K Sell
5,908
-5,416
-48% -$198K 0.23% 76
2020
Q1
$347K Buy
11,324
+2,017
+22% +$61.8K 0.28% 80
2019
Q4
$474K Sell
9,307
-317,303
-97% -$16.2M 0.11% 75
2019
Q3
$15.4M Sell
326,610
-264,647
-45% -$12.5M 2.64% 12
2019
Q2
$29.4M Sell
591,257
-200,694
-25% -$9.98M 2.46% 12
2019
Q1
$35.4M Buy
791,951
+140,568
+22% +$6.29M 4.43% 7
2018
Q4
$26.5M Buy
+651,383
New +$26.5M 2.93% 9