Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-35,807
Closed -$246K 304
2019
Q4
$246K Buy
35,807
+3,393
+10% +$23.3K 0.01% 471
2019
Q3
$225K Sell
32,414
-30,898
-49% -$214K 0.01% 341
2019
Q2
$423K Buy
63,312
+23,166
+58% +$155K 0.01% 282
2019
Q1
$269K Sell
40,146
-389,086
-91% -$2.61M 0.01% 283
2018
Q4
$2.51M Sell
429,232
-17,138
-4% -$100K 0.13% 54
2018
Q3
$2.63M Buy
446,370
+409,917
+1,125% +$2.41M 0.09% 52
2018
Q2
$205K Buy
+36,453
New +$205K 0.01% 228
2018
Q1
Sell
-213,981
Closed -$1.25M 189
2017
Q4
$1.25M Buy
+213,981
New +$1.25M 0.08% 85