Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-13,806
Closed -$211K 231
2020
Q2
$211K Sell
13,806
-31,505
-70% -$481K 0.01% 204
2020
Q1
$858K Buy
+45,311
New +$858K 0.03% 169
2019
Q3
$1.37M Sell
45,838
-25,026
-35% -$749K 0.04% 156
2019
Q2
$2.51M Buy
70,864
+10,018
+16% +$355K 0.07% 137
2019
Q1
$1.95M Buy
60,846
+14,846
+32% +$475K 0.05% 155
2018
Q4
$909K Hold
46,000
0.02% 242
2018
Q3
$1.24M Hold
46,000
0.03% 262
2018
Q2
$1.1M Buy
+46,000
New +$1.1M 0.02% 256