Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Hold
0
27
2020
Q3
Hold
0
29
2020
Q1
Hold
0
52
2019
Q4
Sell
-6,375
Closed -$876K 85
2019
Q3
$876K Sell
6,375
-6,111
-49% -$840K 0.17% 41
2019
Q2
$1.81M Buy
+12,486
New +$1.81M 0.26% 35
2019
Q1
Sell
-2,065
Closed -$329K 116
2018
Q4
$329K Buy
2,065
+1,103
+115% +$176K 0.05% 79
2018
Q3
$169K Sell
962
-1,953
-67% -$343K 0.05% 174
2018
Q2
$479K Buy
+2,915
New +$479K 0.09% 107
2017
Q4
Hold
0
163
2017
Q3
Sell
-18,831
Closed -$3.28M 125
2017
Q2
$3.28M Buy
+18,831
New +$3.28M 0.39% 37