Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-9,756
Closed -$1.62M 311
2020
Q1
$1.62M Buy
9,756
+2,098
+27% +$348K 0.5% 92
2019
Q4
$1.31M Sell
7,658
-4,012
-34% -$687K 0.29% 166
2019
Q3
$1.93M Sell
11,670
-2,212
-16% -$365K 0.51% 65
2019
Q2
$1.66M Buy
+13,882
New +$1.66M 0.41% 97
2018
Q3
Sell
-33,504
Closed -$2.87M 353
2018
Q2
$2.87M Sell
33,504
-3,371
-9% -$289K 0.45% 105
2018
Q1
$3.2M Sell
36,875
-2,346
-6% -$203K 0.53% 61
2017
Q4
$2.71M Sell
39,221
-506
-1% -$34.9K 0.48% 69
2017
Q3
$2.19M Buy
+39,727
New +$2.19M 0.29% 173
2016
Q4
Sell
-65,289
Closed -$2.67M 349
2016
Q3
$2.67M Buy
+65,289
New +$2.67M 0.36% 155