Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-34,716
Closed -$1.67M 109
2020
Q2
$1.67M Buy
34,716
+22,559
+186% +$1.08M 0.57% 61
2020
Q1
$458K Buy
12,157
+2,465
+25% +$92.9K 0.2% 79
2019
Q4
$1.02M Sell
9,692
-2,134
-18% -$224K 0.38% 77
2019
Q3
$1.04M Buy
11,826
+1,228
+12% +$108K 0.39% 76
2019
Q2
$1M Buy
10,598
+294
+3% +$27.8K 0.38% 76
2019
Q1
$1.26M Buy
10,304
+412
+4% +$50.3K 0.49% 69
2018
Q4
$919K Buy
9,892
+285
+3% +$26.5K 0.43% 74
2018
Q3
$1.39M Buy
9,607
+476
+5% +$68.7K 0.56% 68
2018
Q2
$1.37M Sell
9,131
-42
-0.5% -$6.29K 0.56% 65
2018
Q1
$1.39M Buy
9,173
+3
+0% +$454 0.59% 55
2017
Q4
$1.26M Buy
9,170
+92
+1% +$12.6K 0.59% 58
2017
Q3
$1.14M Buy
+9,078
New +$1.14M 0.54% 60