Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$916K Sell
8,291
-294
-3% -$32.5K 0.03% 526
2020
Q1
$692K Buy
8,585
+5
+0.1% +$403 0.03% 536
2019
Q4
$997K Sell
8,580
-1,569
-15% -$182K 0.03% 508
2019
Q3
$752K Buy
10,149
+521
+5% +$38.6K 0.03% 581
2019
Q2
$641K Sell
9,628
-305
-3% -$20.3K 0.02% 616
2019
Q1
$712K Buy
9,933
+1,557
+19% +$112K 0.03% 573
2018
Q4
$509K Sell
8,376
-1,293
-13% -$78.6K 0.02% 595
2018
Q3
$743K Buy
9,669
+330
+4% +$25.4K 0.03% 588
2018
Q2
$749K Buy
9,339
+378
+4% +$30.3K 0.03% 583
2018
Q1
$631K Buy
8,961
+22
+0.2% +$1.55K 0.02% 633
2017
Q4
$595K Buy
8,939
+636
+8% +$42.3K 0.02% 629
2017
Q3
$587K Buy
+8,303
New +$587K 0.02% 607
2017
Q2
Sell
-8,552
Closed -$586K 839
2017
Q1
$586K Buy
+8,552
New +$586K 0.03% 556