Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-30,782
Closed -$1.67M 183
2020
Q1
$1.67M Sell
30,782
-889
-3% -$48.1K 0.43% 73
2019
Q4
$3.16M Sell
31,671
-225
-0.7% -$22.4K 0.6% 57
2019
Q3
$2.84M Buy
31,896
+210
+0.7% +$18.7K 0.63% 51
2019
Q2
$2.77M Sell
31,686
-1,136
-3% -$99.2K 1.08% 26
2019
Q1
$2.69M Hold
32,822
1.01% 30
2018
Q4
$2.21M Sell
32,822
-301
-0.9% -$20.2K 1% 36
2018
Q3
$2.92M Sell
33,123
-426
-1% -$37.5K 1.23% 25
2018
Q2
$2.58M Buy
33,549
+64
+0.2% +$4.91K 1.13% 26
2018
Q1
$2.34M Sell
33,485
-161
-0.5% -$11.2K 1.04% 32
2017
Q4
$2.34M Sell
33,646
-80
-0.2% -$5.57K 0.99% 34
2017
Q3
$2.02M Sell
33,726
-669
-2% -$40.1K 0.91% 41
2017
Q2
$1.87M Sell
34,395
-23,295
-40% -$1.26M 0.92% 44
2017
Q1
$2.99M Buy
+57,690
New +$2.99M 1.5% 20