Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-55,830
Closed -$1.95M 723
2020
Q1
$1.95M Buy
55,830
+7,950
+17% +$278K 0.78% 11
2019
Q4
$1.34M Sell
47,880
-9,045
-16% -$252K 0.48% 41
2019
Q3
$914K Buy
56,925
+6,930
+14% +$111K 0.35% 65
2019
Q2
$745K Buy
49,995
+2,595
+5% +$38.7K 0.31% 74
2019
Q1
$884K Buy
47,400
+10,095
+27% +$188K 0.41% 48
2018
Q4
$828K Buy
37,305
+5,475
+17% +$122K 0.56% 25
2018
Q3
$562K Buy
31,830
+7,515
+31% +$133K 0.35% 55
2018
Q2
$556K Buy
+24,315
New +$556K 0.4% 41