Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-6,781
Closed -$1.15M 77
2020
Q3
$1.15M Buy
6,781
+2,121
+46% +$359K 0.38% 79
2020
Q2
$874K Buy
4,660
+309
+7% +$58K 0.34% 82
2020
Q1
$771K Sell
4,351
-89
-2% -$15.8K 0.36% 77
2019
Q4
$908K Buy
4,440
+693
+18% +$142K 0.42% 81
2019
Q3
$569K Buy
3,747
+880
+31% +$134K 0.27% 109
2019
Q2
$452K Sell
2,867
-866
-23% -$137K 0.19% 117
2019
Q1
$600K Buy
3,733
+822
+28% +$132K 0.26% 104
2018
Q4
$553K Buy
2,911
+297
+11% +$56.4K 0.28% 94
2018
Q3
$544K Buy
2,614
+812
+45% +$169K 0.21% 114
2018
Q2
$306K Buy
1,802
+513
+40% +$87.1K 0.14% 128
2018
Q1
$216K Buy
+1,289
New +$216K 0.1% 147