Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$347K Buy
+25,110
New +$347K 0.01% 792
2018
Q3
Sell
-175,710
Closed -$1.8M 1012
2018
Q2
$1.8M Buy
175,710
+5,045
+3% +$51.7K 0.07% 294
2018
Q1
$1.65M Sell
170,665
-75,775
-31% -$733K 0.06% 307
2017
Q4
$2.22M Buy
246,440
+11,485
+5% +$103K 0.09% 224
2017
Q3
$1.76M Sell
234,955
-19,695
-8% -$147K 0.07% 257
2017
Q2
$1.95M Buy
254,650
+3,820
+2% +$29.2K 0.09% 227
2017
Q1
$1.69M Sell
250,830
-19,055
-7% -$129K 0.08% 245
2016
Q4
$1.51M Buy
269,885
+222,015
+464% +$1.24M 0.08% 221
2016
Q3
$318K Buy
47,870
+9,560
+25% +$63.5K 0.03% 251
2016
Q2
$225K Buy
+38,310
New +$225K 0.02% 239