Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-56,432
Closed -$1.32K 107
2019
Q4
$1.32K Sell
56,432
-9,287
-14% -$218 0.02% 61
2019
Q3
$1.51M Sell
65,719
-1,544
-2% -$35.5K 0.39% 55
2019
Q2
$1.73M Buy
67,263
+36,619
+119% +$939K 0.41% 51
2019
Q1
$1.11K Buy
+30,644
New +$1.11K 0.24% 56
2017
Q1
Sell
-19,000
Closed -$1.12M 183
2016
Q4
$1.12M Buy
19,000
+12,000
+171% +$704K 0.1% 108
2016
Q3
$366K Buy
+7,000
New +$366K 0.01% 135
2015
Q3
Sell
-5,000
Closed -$276K 135
2015
Q2
$276K Buy
+5,000
New +$276K 0.02% 101
2014
Q2
Sell
-15,000
Closed -$1.6M 125
2014
Q1
$1.6M Buy
+15,000
New +$1.6M 0.14% 70
2013
Q4
Sell
-33,000
Closed -$2.86M 137
2013
Q3
$2.86M Buy
+33,000
New +$2.86M 0.3% 50