Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,047
Closed -$296K 98
2019
Q4
$296K Buy
+8,047
New +$296K 0.03% 167
2018
Q4
Sell
-36,731
Closed -$1.61M 97
2018
Q3
$1.61M Sell
36,731
-91,799
-71% -$4.01M 0.09% 174
2018
Q2
$5.56M Sell
128,530
-14,488
-10% -$626K 0.29% 66
2018
Q1
$6.08M Buy
+143,018
New +$6.08M 0.31% 64
2017
Q3
Sell
-23,084
Closed -$894K 284
2017
Q2
$894K Buy
23,084
+2,783
+14% +$108K 0.04% 214
2017
Q1
$692K Buy
+20,301
New +$692K 0.03% 226