Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$481K Sell
26,567
-3,556
-12% -$64.4K 0.01% 569
2020
Q2
$437K Sell
30,123
-42,187
-58% -$612K 0.01% 573
2020
Q1
$984K Sell
72,310
-12,297
-15% -$167K 0.03% 291
2019
Q4
$1.68M Sell
84,607
-7,870
-9% -$157K 0.04% 242
2019
Q3
$1.51M Buy
92,477
+3,018
+3% +$49.3K 0.04% 251
2019
Q2
$1.5M Buy
89,459
+2,047
+2% +$34.3K 0.04% 258
2019
Q1
$1.58M Sell
87,412
-2,199
-2% -$39.7K 0.05% 231
2018
Q4
$1.3M Sell
89,611
-160
-0.2% -$2.31K 0.04% 234
2018
Q3
$1.26M Buy
89,771
+8,895
+11% +$125K 0.04% 299
2018
Q2
$1.09M Buy
80,876
+11,910
+17% +$160K 0.03% 330
2018
Q1
$784K Buy
68,966
+25,702
+59% +$292K 0.03% 405
2017
Q4
$468K Sell
43,264
-19,458
-31% -$210K 0.02% 518
2017
Q3
$691K Buy
62,722
+12,669
+25% +$140K 0.02% 394
2017
Q2
$556K Buy
50,053
+27,843
+125% +$309K 0.02% 436
2017
Q1
$248K Buy
22,210
+6,610
+42% +$73.8K 0.01% 570
2016
Q4
$181K Buy
+15,600
New +$181K 0.01% 553