Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,521
Closed -$219K 66
2019
Q4
$219K Buy
+7,521
New +$219K 0.13% 58
2019
Q3
Sell
-53,414
Closed -$1.79M 56
2019
Q2
$1.79M Buy
53,414
+1,423
+3% +$47.7K 1.27% 38
2019
Q1
$1.76M Buy
51,991
+7,061
+16% +$239K 1.36% 36
2018
Q4
$1.32M Buy
44,930
+39,418
+715% +$1.16M 1.22% 38
2018
Q3
$215K Buy
+5,512
New +$215K 0.19% 53