Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-23,535
Closed -$231K 116
2020
Q1
$231K Buy
23,535
+5,962
+34% +$58.5K 0.11% 76
2019
Q4
$440K Buy
17,573
+377
+2% +$9.44K 0.23% 89
2019
Q3
$401K Buy
17,196
+4,758
+38% +$111K 0.23% 91
2019
Q2
$276K Buy
12,438
+1,479
+13% +$32.8K 0.16% 93
2019
Q1
$292K Buy
10,959
+2,007
+22% +$53.5K 0.18% 96
2018
Q4
$230K Buy
8,952
+818
+10% +$21K 0.14% 82
2018
Q3
$350K Buy
8,134
+227
+3% +$9.77K 0.21% 78
2018
Q2
$343K Buy
7,907
+99
+1% +$4.3K 0.24% 69
2018
Q1
$287K Buy
7,808
+977
+14% +$35.9K 0.2% 79
2017
Q4
$246K Buy
+6,831
New +$246K 0.18% 84