Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$648K Sell
6,226
-5,336
-46% -$555K 0.3% 182
2020
Q1
$1.01M Buy
+11,562
New +$1.01M 0.46% 51
2019
Q1
Sell
-33,473
Closed -$2.5M 389
2018
Q4
$2.5M Buy
33,473
+13,685
+69% +$1.02M 0.51% 41
2018
Q3
$1.76M Sell
19,788
-145
-0.7% -$12.9K 0.38% 107
2018
Q2
$1.68M Buy
19,933
+884
+5% +$74.5K 0.38% 110
2018
Q1
$1.39M Sell
19,049
-17,756
-48% -$1.29M 0.34% 178
2017
Q4
$2.18M Buy
+36,805
New +$2.18M 0.54% 74