Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,805
Closed -$659K 101
2019
Q4
$659K Buy
4,805
+1,080
+29% +$148K 0.44% 51
2019
Q3
$439K Buy
3,725
+270
+8% +$31.8K 0.32% 53
2019
Q2
$481K Sell
3,455
-20
-0.6% -$2.78K 0.34% 50
2019
Q1
$472K Buy
3,475
+165
+5% +$22.4K 0.35% 49
2018
Q4
$407K Sell
3,310
-12,335
-79% -$1.52M 0.33% 48
2018
Q3
$2.27M Buy
15,645
+1,470
+10% +$213K 1.55% 25
2018
Q2
$2.63M Buy
14,175
+13,165
+1,303% +$2.45M 1.94% 24
2018
Q1
$188K Buy
+1,010
New +$188K 0.13% 64