Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$240K Buy
+2,484
New +$240K 0.03% 193
2018
Q1
Sell
-4,151
Closed -$339K 222
2017
Q4
$339K Sell
4,151
-41,509
-91% -$3.39M 0.05% 190
2017
Q3
$3.37M Buy
45,660
+627
+1% +$46.3K 0.56% 62
2017
Q2
$2.92M Buy
45,033
+151
+0.3% +$9.78K 0.87% 47
2017
Q1
$2.91M Sell
44,882
-512
-1% -$33.2K 0.92% 42
2016
Q4
$2.75M Buy
+45,394
New +$2.75M 1.01% 42