Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$314K Sell
47,560
-1,240
-3% -$8.19K 0.1% 70
2019
Q4
$287K Sell
48,800
-240
-0.5% -$1.41K 0.06% 84
2019
Q3
$213K Buy
+49,040
New +$213K 0.05% 109
2019
Q1
Sell
-32,440
Closed -$108K 969
2018
Q4
$108K Sell
32,440
-4,760
-13% -$15.8K 0.02% 184
2018
Q3
$261K Buy
37,200
+6,200
+20% +$43.5K 0.05% 119
2018
Q2
$184K Buy
31,000
+16,640
+116% +$98.8K 0.04% 150
2018
Q1
$83K Buy
+14,360
New +$83K 0.02% 338