Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$803K Buy
19,749
+1,090
+6% +$44.3K 0.03% 566
2020
Q1
$669K Sell
18,659
-371
-2% -$13.3K 0.03% 547
2019
Q4
$970K Sell
19,030
-508
-3% -$25.9K 0.03% 519
2019
Q3
$858K Sell
19,538
-1,079
-5% -$47.4K 0.03% 540
2019
Q2
$1.03M Sell
20,617
-899
-4% -$44.9K 0.04% 458
2019
Q1
$827K Sell
21,516
-4,481
-17% -$172K 0.03% 519
2018
Q4
$774K Buy
25,997
+6,722
+35% +$200K 0.03% 468
2018
Q3
$645K Sell
19,275
-792
-4% -$26.5K 0.02% 635
2018
Q2
$583K Sell
20,067
-768
-4% -$22.3K 0.02% 655
2018
Q1
$623K Sell
20,835
-4,061
-16% -$121K 0.02% 643
2017
Q4
$854K Sell
24,896
-1,997
-7% -$68.5K 0.03% 492
2017
Q3
$800K Sell
26,893
-197
-0.7% -$5.86K 0.03% 490
2017
Q2
$781K Sell
27,090
-7,314
-21% -$211K 0.04% 426
2017
Q1
$803K Sell
34,404
-6,144
-15% -$143K 0.04% 437
2016
Q4
$859K Buy
+40,548
New +$859K 0.05% 329