Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$668K Buy
29,606
+409
+1% +$9.23K 0.02% 629
2020
Q1
$604K Sell
29,197
-221
-0.8% -$4.57K 0.02% 581
2019
Q4
$898K Sell
29,418
-7,103
-19% -$217K 0.03% 543
2019
Q3
$897K Buy
36,521
+664
+2% +$16.3K 0.03% 519
2019
Q2
$895K Sell
35,857
-2,973
-8% -$74.2K 0.03% 511
2019
Q1
$742K Buy
38,830
+3,237
+9% +$61.9K 0.03% 560
2018
Q4
$541K Sell
35,593
-10,821
-23% -$164K 0.02% 579
2018
Q3
$981K Buy
46,414
+1,083
+2% +$22.9K 0.04% 500
2018
Q2
$813K Buy
45,331
+11,458
+34% +$205K 0.03% 550
2018
Q1
$549K Sell
33,873
-1,451
-4% -$23.5K 0.02% 680
2017
Q4
$701K Sell
35,324
-693
-2% -$13.8K 0.03% 570
2017
Q3
$645K Sell
36,017
-637
-2% -$11.4K 0.03% 576
2017
Q2
$559K Buy
36,654
+1,409
+4% +$21.5K 0.03% 495
2017
Q1
$531K Buy
+35,245
New +$531K 0.02% 587