Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-36,241
Closed -$479K 400
2019
Q4
$479K Sell
36,241
-17,528
-33% -$232K 0.04% 387
2019
Q3
$671K Buy
53,769
+38,732
+258% +$483K 0.06% 293
2019
Q2
$177K Buy
15,037
+981
+7% +$11.5K 0.02% 550
2019
Q1
$169K Sell
14,056
-5,489
-28% -$66K 0.02% 550
2018
Q4
$296K Sell
19,545
-57,298
-75% -$868K 0.03% 438
2018
Q3
$1.63M Buy
76,843
+17,533
+30% +$372K 0.13% 136
2018
Q2
$1.11M Buy
59,310
+24,058
+68% +$449K 0.1% 168
2018
Q1
$579K Buy
+35,252
New +$579K 0.05% 302
2017
Q4
Sell
-27,272
Closed -$515K 595
2017
Q3
$515K Buy
+27,272
New +$515K 0.07% 218