Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-42,418
Closed -$2.79M 942
2019
Q4
$2.79M Sell
42,418
-288,378
-87% -$19M 0.02% 506
2019
Q3
$16.3M Buy
+330,796
New +$16.3M 0.11% 184
2018
Q4
Sell
-21,555
Closed -$1.59M 876
2018
Q3
$1.59M Buy
21,555
+549
+3% +$40.4K 0.01% 514
2018
Q2
$1.46M Sell
21,006
-23
-0.1% -$1.6K 0.01% 563
2018
Q1
$1.68M Buy
21,029
+3,938
+23% +$314K 0.01% 533
2017
Q4
$1.22M Buy
+17,091
New +$1.22M 0.01% 469