Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,128
Closed -$236K 1625
2020
Q1
$236K Sell
6,128
-74
-1% -$2.85K 0.01% 1220
2019
Q4
$409K Sell
6,202
-19,734
-76% -$1.3M 0.01% 1292
2019
Q3
$1.54M Buy
25,936
+21,710
+514% +$1.29M 0.02% 662
2019
Q2
$269K Sell
4,226
-42,735
-91% -$2.72M 0.01% 933
2019
Q1
$2.74M Buy
+46,961
New +$2.74M 0.06% 267
2018
Q3
Sell
-156,072
Closed -$10.9M 1168
2018
Q2
$10.9M Buy
156,072
+141,972
+1,007% +$9.89M 0.28% 106
2018
Q1
$876K Buy
+14,100
New +$876K 0.02% 554