Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-33,113
Closed -$1.87M 266
2019
Q4
$1.87M Sell
33,113
-300
-0.9% -$16.9K 0.27% 133
2019
Q3
$1.34M Sell
33,413
-6,400
-16% -$257K 0.2% 159
2019
Q2
$1.45M Hold
39,813
0.14% 165
2019
Q1
$1.38M Sell
39,813
-15,000
-27% -$521K 0.14% 162
2018
Q4
$1.77M Hold
54,813
0.19% 129
2018
Q3
$1.83M Hold
54,813
0.15% 146
2018
Q2
$1.89M Hold
54,813
0.14% 138
2018
Q1
$1.67M Buy
54,813
+3,100
+6% +$94.4K 0.13% 164
2017
Q4
$1.48M Buy
+51,713
New +$1.48M 0.1% 188