Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$3.85M Sell
49,558
-17
-0% -$1.32K 0.75% 35
2020
Q2
$2.98M Sell
49,575
-17,515
-26% -$1.05M 0.6% 38
2020
Q1
$2.72M Buy
67,090
+1,920
+3% +$77.8K 0.63% 35
2019
Q4
$2.3M Buy
65,170
+1,050
+2% +$37K 0.43% 54
2019
Q3
$1.81M Sell
64,120
-645
-1% -$18.2K 0.37% 57
2019
Q2
$1.96M Buy
64,765
+315
+0.5% +$9.54K 0.43% 52
2019
Q1
$1.94M Buy
64,450
+1,045
+2% +$31.5K 0.42% 52
2018
Q4
$1.33M Sell
63,405
-2,210
-3% -$46.3K 0.32% 55
2018
Q3
$1.71M Sell
65,615
-95
-0.1% -$2.48K 0.38% 59
2018
Q2
$2.56M Buy
65,710
+1,880
+3% +$73.2K 0.57% 45
2018
Q1
$2.58M Buy
63,830
+530
+0.8% +$21.5K 0.61% 40
2017
Q4
$2.62M Buy
+63,300
New +$2.62M 0.63% 37