Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-71,227
Closed -$1.91M 254
2020
Q1
$1.91M Sell
71,227
-1,759
-2% -$47.2K 0.72% 45
2019
Q4
$2.94M Sell
72,986
-2,129
-3% -$85.9K 1.03% 23
2019
Q3
$2.58M Sell
75,115
-1,665
-2% -$57.2K 0.83% 29
2019
Q2
$2.52M Sell
76,780
-309
-0.4% -$10.1K 0.79% 33
2019
Q1
$2.39M Buy
77,089
+225
+0.3% +$6.98K 0.68% 34
2018
Q4
$2.03M Sell
76,864
-921
-1% -$24.3K 0.77% 35
2018
Q3
$2.55M Buy
77,785
+3,585
+5% +$117K 0.87% 29
2018
Q2
$2.62M Sell
74,200
-340
-0.5% -$12K 1.01% 20
2018
Q1
$2.54M Buy
74,540
+36,465
+96% +$1.24M 1% 25
2017
Q4
$1.37M Buy
38,075
+26,050
+217% +$940K 0.56% 46
2017
Q3
$455K Buy
+12,025
New +$455K 0.18% 120