Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,042
Closed -$112K 1503
2020
Q3
$112K Buy
+2,042
New +$112K ﹤0.01% 1397
2019
Q1
Sell
-28,794
Closed -$4.22M 1180
2018
Q4
$4.22M Sell
28,794
-29,949
-51% -$4.39M 0.09% 269
2018
Q3
$13.2M Buy
58,743
+5,325
+10% +$1.2M 0.28% 133
2018
Q2
$12.3M Buy
53,418
+19,593
+58% +$4.53M 0.32% 83
2018
Q1
$4.65M Buy
+33,825
New +$4.65M 0.13% 226