Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,275
Closed -$1.38M 290
2019
Q4
$1.38M Buy
+10,275
New +$1.38M 0.04% 27
2019
Q2
Sell
-4,711
Closed -$304K 483
2019
Q1
$304K Sell
4,711
-389
-8% -$25.1K 0.1% 230
2018
Q4
$156K Sell
5,100
-7,355
-59% -$225K 0.01% 64
2018
Q3
$910K Buy
+12,455
New +$910K 0.05% 38
2018
Q2
Hold
0
294