Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,499
Closed -$1.63M 188
2019
Q4
$1.63M Sell
5,499
-97
-2% -$28.7K 0.27% 68
2019
Q3
$1.39M Sell
5,596
-314
-5% -$78K 0.25% 69
2019
Q2
$1.23M Buy
5,910
+692
+13% +$144K 0.24% 72
2019
Q1
$981K Buy
+5,218
New +$981K 0.21% 74
2018
Q4
Sell
-28
Closed -$5K 176
2018
Q3
$5K Buy
+28
New +$5K ﹤0.01% 615
2018
Q2
Sell
-28
Closed -$6K 189
2018
Q1
$6K Hold
28
﹤0.01% 576
2017
Q4
$5K Hold
28
﹤0.01% 589
2017
Q3
$5K Buy
+28
New +$5K ﹤0.01% 642