Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-12,239
Closed -$1.57M 56
2019
Q4
$1.57M Sell
12,239
-92
-0.7% -$11.8K 1.39% 25
2019
Q3
$1.71M Hold
12,331
1.38% 23
2019
Q2
$1.63M Hold
12,331
1.21% 24
2019
Q1
$1.66M Sell
12,331
-837
-6% -$113K 1.15% 22
2018
Q4
$1.43M Sell
13,168
-3,092
-19% -$336K 1.06% 20
2018
Q3
$2.35M Buy
+16,260
New +$2.35M 0.86% 15