Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,620
Closed -$242K 273
2020
Q2
$242K Buy
+4,620
New +$242K 0.04% 234
2020
Q1
Sell
-99,270
Closed -$3.59M 290
2019
Q4
$3.59M Buy
99,270
+21,910
+28% +$791K 0.41% 64
2019
Q3
$3.02M Sell
77,360
-15,855
-17% -$618K 0.4% 61
2019
Q2
$3.68M Sell
93,215
-2,010
-2% -$79.4K 0.44% 57
2019
Q1
$3.54M Buy
95,225
+24,925
+35% +$926K 0.43% 57
2018
Q4
$1.97M Sell
70,300
-79,105
-53% -$2.22M 0.26% 89
2018
Q3
$4.93M Sell
149,405
-505
-0.3% -$16.7K 0.59% 49
2018
Q2
$5.44M Buy
+149,910
New +$5.44M 0.69% 39