Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-23,189
Closed -$1.19M 243
2019
Q4
$1.19M Sell
23,189
-1,209
-5% -$62K 0.11% 176
2019
Q3
$992K Hold
24,398
0.08% 204
2019
Q2
$990K Buy
+24,398
New +$990K 0.07% 214
2018
Q2
Sell
-5,640
Closed -$210K 329
2018
Q1
$210K Buy
+5,640
New +$210K 0.02% 284
2016
Q4
Sell
-47,257
Closed -$720K 254
2016
Q3
$720K Buy
+47,257
New +$720K 0.08% 192