Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$843K Sell
15,295
-3,062
-17% -$169K 0.4% 94
2020
Q1
$986K Sell
18,357
-4,439
-19% -$238K 0.45% 54
2019
Q4
$1.4M Sell
22,796
-656
-3% -$40.3K 0.39% 84
2019
Q3
$1.42M Sell
23,452
-259
-1% -$15.6K 0.26% 178
2019
Q2
$1.36M Buy
+23,711
New +$1.36M 0.24% 190
2019
Q1
Sell
-25,229
Closed -$1.42M 411
2018
Q4
$1.42M Sell
25,229
-13,701
-35% -$770K 0.29% 177
2018
Q3
$2.08M Sell
38,930
-646
-2% -$34.5K 0.45% 47
2018
Q2
$1.99M Buy
+39,576
New +$1.99M 0.45% 44
2016
Q2
Sell
-1,022
Closed -$55K 149
2016
Q1
$55K Buy
+1,022
New +$55K 0.41% 60