Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$472K Sell
5,036
-9,630
-66% -$903K 0.22% 231
2020
Q1
$1.34M Sell
14,666
-3,221
-18% -$295K 0.61% 27
2019
Q4
$1.75M Sell
17,887
-443
-2% -$43.4K 0.48% 32
2019
Q3
$1.57M Buy
+18,330
New +$1.57M 0.29% 170
2018
Q2
Sell
-31,067
Closed -$2.03M 357
2018
Q1
$2.03M Sell
31,067
-3,131
-9% -$205K 0.5% 40
2017
Q4
$2.21M Sell
34,198
-22,391
-40% -$1.45M 0.55% 71
2017
Q3
$3.35M Sell
56,589
-56,421
-50% -$3.34M 0.64% 44
2017
Q2
$5.84M Buy
113,010
+21,305
+23% +$1.1M 0.99% 45
2017
Q1
$4.69M Buy
91,705
+76,049
+486% +$3.89M 1% 46
2016
Q4
$801K Buy
+15,656
New +$801K 0.19% 84