Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,512
Closed -$206K 217
2019
Q4
$206K Buy
+3,512
New +$206K 0.1% 190
2019
Q2
Sell
-3,968
Closed -$207K 180
2019
Q1
$207K Sell
3,968
-2,260
-36% -$118K 0.14% 151
2018
Q4
$297K Buy
6,228
+176
+3% +$8.39K 0.23% 100
2018
Q3
$304K Sell
6,052
-336
-5% -$16.9K 0.21% 105
2018
Q2
$322K Sell
6,388
-80
-1% -$4.03K 0.29% 90
2018
Q1
$316K Buy
6,468
+904
+16% +$44.2K 0.27% 97
2017
Q4
$261K Buy
+5,564
New +$261K 0.24% 111