Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$4.47M Buy
47,688
+14,271
+43% +$1.34M 0.14% 158
2020
Q1
$3.07M Sell
33,417
-5,638
-14% -$518K 0.12% 172
2019
Q4
$3.82M Buy
39,055
+23,681
+154% +$2.32M 0.12% 175
2019
Q3
$1.32M Sell
15,374
-1,019
-6% -$87.5K 0.05% 403
2019
Q2
$1.31M Sell
16,393
-1,155
-7% -$92.2K 0.05% 392
2019
Q1
$1.13M Buy
17,548
+2,103
+14% +$135K 0.04% 415
2018
Q4
$814K Sell
15,445
-1,671
-10% -$88.1K 0.04% 455
2018
Q3
$1.18M Sell
17,116
-428
-2% -$29.6K 0.04% 449
2018
Q2
$1.04M Buy
17,544
+1,991
+13% +$117K 0.04% 470
2018
Q1
$1.02M Buy
15,553
+1,556
+11% +$102K 0.04% 460
2017
Q4
$904K Sell
13,997
-209
-1% -$13.5K 0.04% 463
2017
Q3
$841K Sell
14,206
-295
-2% -$17.5K 0.03% 471
2017
Q2
$750K Buy
14,501
+845
+6% +$43.7K 0.03% 439
2017
Q1
$698K Buy
+13,656
New +$698K 0.03% 503