Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$770K Sell
17,160
-8,889
-34% -$399K 0.36% 125
2020
Q1
$853K Sell
26,049
-3,704
-12% -$121K 0.39% 81
2019
Q4
$1.91M Sell
29,753
-21,178
-42% -$1.36M 0.53% 23
2019
Q3
$3.31M Sell
50,931
-17,216
-25% -$1.12M 0.61% 10
2019
Q2
$3.51M Buy
68,147
+9,658
+17% +$498K 0.62% 11
2019
Q1
$2.81M Buy
+58,489
New +$2.81M 0.49% 76
2018
Q2
Sell
-29,382
Closed -$1.38M 364
2018
Q1
$1.38M Sell
29,382
-18,345
-38% -$863K 0.34% 179
2017
Q4
$2.34M Buy
47,727
+62
+0.1% +$3.04K 0.58% 53
2017
Q3
$2.21M Buy
+47,665
New +$2.21M 0.42% 97
2016
Q1
Sell
-3,251
Closed -$57K 132
2015
Q4
$57K Buy
+3,251
New +$57K 0.47% 65