Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,074
Closed -$398K 509
2019
Q4
$398K Sell
4,074
-13,348
-77% -$1.3M 0.04% 306
2019
Q3
$1.67M Buy
17,422
+7,611
+78% +$727K 0.09% 245
2019
Q2
$1.16M Hold
9,811
0.09% 233
2019
Q1
$1.24M Sell
9,811
-27,086
-73% -$3.43M 0.1% 215
2018
Q4
$3.12M Buy
+36,897
New +$3.12M 0.38% 65
2018
Q1
Sell
-11,906
Closed -$820K 522
2017
Q4
$820K Buy
+11,906
New +$820K 0.03% 377
2016
Q2
Sell
-65,898
Closed -$3.13M 255
2016
Q1
$3.13M Buy
+65,898
New +$3.13M 0.16% 157