Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,228
Closed -$300K 54
2020
Q1
$300K Sell
6,228
-285
-4% -$13.7K 0.07% 125
2019
Q4
$387K Hold
6,513
0.07% 137
2019
Q3
$351K Sell
6,513
-175
-3% -$9.43K 0.07% 139
2019
Q2
$338K Buy
6,688
+781
+13% +$39.5K 0.07% 138
2019
Q1
$313K Buy
5,907
+329
+6% +$17.4K 0.07% 131
2018
Q4
$270K Sell
5,578
-720
-11% -$34.9K 0.06% 122
2018
Q3
$320K Sell
6,298
-5,625
-47% -$286K 0.09% 115
2018
Q2
$608K Sell
11,923
-3
-0% -$153 0.19% 72
2018
Q1
$590K Buy
11,926
+572
+5% +$28.3K 0.25% 68
2017
Q4
$511K Buy
11,354
+6,116
+117% +$275K 0.15% 86
2017
Q3
$270K Buy
5,238
+588
+13% +$30.3K 0.07% 113
2017
Q2
$253K Buy
4,650
+64
+1% +$3.48K 0.08% 111
2017
Q1
$245K Buy
+4,586
New +$245K 0.07% 110