Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-29,882
Closed -$1.17M 123
2020
Q1
$1.17M Buy
29,882
+1,519
+5% +$59.3K 0.73% 50
2019
Q4
$1.6M Buy
28,363
+558
+2% +$31.4K 0.83% 49
2019
Q3
$1.38M Sell
27,805
-8,195
-23% -$406K 0.8% 48
2019
Q2
$1.96M Buy
36,000
+761
+2% +$41.5K 1.09% 44
2019
Q1
$2.06M Buy
+35,239
New +$2.06M 1.19% 40