Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$254K Sell
50,581
-5,292
-9% -$26.6K 0.01% 856
2020
Q1
$262K Sell
55,873
-4,009
-7% -$18.8K 0.01% 807
2019
Q4
$412K Sell
59,882
-13,872
-19% -$95.4K 0.01% 771
2019
Q3
$512K Buy
73,754
+13,084
+22% +$90.8K 0.02% 696
2019
Q2
$405K Buy
60,670
+5,180
+9% +$34.6K 0.01% 730
2019
Q1
$372K Buy
55,490
+9,083
+20% +$60.9K 0.01% 753
2018
Q4
$271K Sell
46,407
-6,501
-12% -$38K 0.01% 760
2018
Q3
$311K Sell
52,908
-1,246
-2% -$7.32K 0.01% 844
2018
Q2
$305K Buy
54,154
+195
+0.4% +$1.1K 0.01% 857
2018
Q1
$293K Sell
53,959
-360
-0.7% -$1.96K 0.01% 859
2017
Q4
$316K Buy
54,319
+698
+1% +$4.06K 0.01% 835
2017
Q3
$313K Buy
+53,621
New +$313K 0.01% 800
2017
Q2
Sell
-40,732
Closed -$241K 644
2017
Q1
$241K Buy
+40,732
New +$241K 0.01% 848