Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,509
Closed -$322K 874
2019
Q4
$322K Buy
+1,509
New +$322K 0.01% 719
2019
Q2
Sell
-4,741
Closed -$488K 1195
2019
Q1
$488K Buy
4,741
+251
+6% +$25.8K 0.02% 540
2018
Q4
$538K Sell
4,490
-39
-0.9% -$4.67K 0.03% 434
2018
Q3
$593K Sell
4,529
-6,261
-58% -$820K 0.02% 453
2018
Q2
$1.51M Buy
10,790
+411
+4% +$57.4K 0.07% 255
2018
Q1
$989K Buy
10,379
+6,516
+169% +$621K 0.03% 313
2017
Q4
$333K Sell
3,863
-231
-6% -$19.9K 0.01% 533
2017
Q3
$288K Sell
4,094
-2,628
-39% -$185K 0.01% 593
2017
Q2
$434K Buy
+6,722
New +$434K 0.01% 452