Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-16,584
Closed -$1.22M 109
2019
Q4
$1.22M Buy
16,584
+215
+1% +$15.8K 0.38% 36
2019
Q3
$1.34M Buy
16,369
+7,687
+89% +$631K 0.46% 31
2019
Q2
$702K Buy
+8,682
New +$702K 0.24% 54
2017
Q2
Sell
-9,894
Closed -$540K 97
2017
Q1
$540K Sell
9,894
-710
-7% -$38.8K 0.24% 47
2016
Q4
$545K Sell
10,604
-235
-2% -$12.1K 0.27% 37
2016
Q3
$480K Sell
10,839
-113
-1% -$5K 0.23% 44
2016
Q2
$456K Sell
10,952
-87
-0.8% -$3.62K 0.23% 44
2016
Q1
$483K Buy
11,039
+300
+3% +$13.1K 0.24% 39
2015
Q4
$499K Buy
10,739
+125
+1% +$5.81K 0.24% 36
2015
Q3
$476K Sell
10,614
-137
-1% -$6.14K 0.24% 36
2015
Q2
$535K Buy
10,751
+215
+2% +$10.7K 0.25% 38
2015
Q1
$542K Buy
+10,536
New +$542K 0.25% 37