Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-133,282
Closed -$3.67M 122
2019
Q4
$3.67M Sell
133,282
-30,437
-19% -$839K 0.89% 47
2019
Q3
$4.05M Sell
163,719
-5,812
-3% -$144K 1.08% 35
2019
Q2
$3.39M Buy
169,531
+6,881
+4% +$138K 0.88% 48
2019
Q1
$3.02M Buy
162,650
+71,938
+79% +$1.34M 0.82% 47
2018
Q4
$1.79M Buy
90,712
+41,492
+84% +$818K 0.78% 49
2018
Q3
$1.94M Sell
49,220
-1,590
-3% -$62.8K 0.92% 36
2018
Q2
$1.73M Sell
50,810
-18,144
-26% -$619K 0.85% 38
2018
Q1
$2.43M Sell
68,954
-18,013
-21% -$634K 1.26% 27
2017
Q4
$2.76M Buy
86,967
+17,631
+25% +$559K 1.34% 28
2017
Q3
$1.63M Buy
+69,336
New +$1.63M 0.94% 42