Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-30,502
Closed -$1.13M 310
2019
Q4
$1.13M Sell
30,502
-5,591
-15% -$206K 0.45% 68
2019
Q3
$1.08M Buy
36,093
+6,306
+21% +$189K 0.49% 61
2019
Q2
$1.06M Buy
29,787
+10,431
+54% +$369K 0.39% 85
2019
Q1
$619K Sell
19,356
-14,676
-43% -$469K 0.25% 142
2018
Q4
$672K Buy
+34,032
New +$672K 0.44% 94