Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,349
Closed -$477K 32
2020
Q2
$477K Buy
5,349
+814
+18% +$72.6K 0.26% 83
2020
Q1
$329K Sell
4,535
-1,117
-20% -$81K 0.27% 80
2019
Q4
$681K Buy
5,652
+393
+7% +$47.4K 0.41% 78
2019
Q3
$624K Buy
5,259
+179
+4% +$21.2K 0.45% 73
2019
Q2
$625K Sell
5,080
-285
-5% -$35.1K 0.57% 56
2019
Q1
$661K Buy
5,365
+3,373
+169% +$416K 0.6% 48
2018
Q4
$217K Buy
+1,992
New +$217K 0.22% 71