Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$3.31M Sell
146,652
-20,227
-12% -$457K 0.11% 195
2020
Q1
$2.89M Sell
166,879
-20,709
-11% -$358K 0.12% 181
2019
Q4
$4.52M Buy
187,588
+25,496
+16% +$614K 0.14% 152
2019
Q3
$3.19M Buy
162,092
+139,440
+616% +$2.74M 0.11% 187
2019
Q2
$454K Sell
22,652
-2,154
-9% -$43.2K 0.02% 705
2019
Q1
$468K Sell
24,806
-61,808
-71% -$1.17M 0.02% 696
2018
Q4
$1.65M Sell
86,614
-39,254
-31% -$746K 0.07% 264
2018
Q3
$2.97M Buy
125,868
+17,873
+17% +$422K 0.11% 198
2018
Q2
$2.35M Buy
107,995
+2,191
+2% +$47.7K 0.09% 231
2018
Q1
$2.51M Buy
105,804
+22,513
+27% +$535K 0.1% 211
2017
Q4
$2.23M Buy
83,291
+58,126
+231% +$1.56M 0.09% 223
2017
Q3
$623K Buy
25,165
+5,737
+30% +$142K 0.03% 588
2017
Q2
$484K Buy
+19,428
New +$484K 0.02% 530