Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$1.2M Buy
155,207
+6,243
+4% +$48.2K 0.04% 454
2020
Q1
$940K Buy
148,964
+53,205
+56% +$336K 0.04% 443
2019
Q4
$911K Buy
+95,759
New +$911K 0.03% 537
2018
Q4
Sell
-70,221
Closed -$694K 910
2018
Q3
$694K Sell
70,221
-2,069
-3% -$20.4K 0.03% 608
2018
Q2
$769K Buy
72,290
+17,193
+31% +$183K 0.03% 567
2018
Q1
$678K Sell
55,097
-2,322
-4% -$28.6K 0.03% 606
2017
Q4
$778K Sell
57,419
-3,056
-5% -$41.4K 0.03% 531
2017
Q3
$755K Buy
60,475
+17,117
+39% +$214K 0.03% 513
2017
Q2
$533K Buy
+43,358
New +$533K 0.02% 510