Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-39,060
Closed -$1.99M 181
2019
Q4
$1.99M Buy
39,060
+2,925
+8% +$149K 1.19% 22
2019
Q3
$1.7M Sell
36,135
-600
-2% -$28.3K 1.17% 24
2019
Q2
$1.83M Buy
36,735
+950
+3% +$47.2K 1.3% 23
2019
Q1
$1.52M Sell
35,785
-4,875
-12% -$207K 1.17% 23
2018
Q4
$1.67M Buy
+40,660
New +$1.67M 1.64% 16