Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$59.6K Buy
+19,235
New +$59.6K 0.14% 54
2019
Q4
Sell
-695,719
Closed -$3.52M 81
2019
Q3
$3.52M Sell
695,719
-47,291
-6% -$239K 3.82% 7
2019
Q2
$3.72M Sell
743,010
-72,627
-9% -$364K 3.9% 8
2019
Q1
$4.67M Buy
815,637
+231,132
+40% +$1.32M 4.2% 7
2018
Q4
$3.4M Sell
584,505
-172,035
-23% -$1M 3.35% 6
2018
Q3
$4.22M Buy
+756,540
New +$4.22M 3.02% 6