Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-51,933
Closed -$1.97M 1684
2019
Q4
$1.97M Hold
51,933
0.02% 594
2019
Q3
$1.65M Sell
51,933
-6,560
-11% -$208K 0.02% 629
2019
Q2
$1.5M Hold
58,493
0.02% 684
2019
Q1
$1.47M Sell
58,493
-55,100
-49% -$1.39M 0.02% 714
2018
Q4
$2.59M Buy
113,593
+1,200
+1% +$27.3K 0.03% 435
2018
Q3
$2.96M Hold
112,393
0.03% 480
2018
Q2
$3.06M Sell
112,393
-4,495
-4% -$123K 0.03% 463
2018
Q1
$3.17M Sell
116,888
-18,943
-14% -$514K 0.03% 413
2017
Q4
$3.52M Buy
135,831
+5,233
+4% +$136K 0.03% 421
2017
Q3
$3.67M Buy
+130,598
New +$3.67M 0.03% 405