Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$289K Buy
1,749
+59
+3% +$9.75K 0.07% 144
2020
Q2
$310K Buy
1,690
+125
+8% +$22.9K 0.08% 113
2020
Q1
$233K Buy
1,565
+570
+57% +$84.9K 0.07% 131
2019
Q4
$324K Buy
995
+54
+6% +$17.6K 0.09% 117
2019
Q3
$358K Buy
941
+103
+12% +$39.2K 0.11% 100
2019
Q2
$305K Sell
838
-181
-18% -$65.9K 0.1% 113
2019
Q1
$389K Sell
1,019
-231
-18% -$88.2K 0.13% 88
2018
Q4
$403K Buy
1,250
+305
+32% +$98.3K 0.15% 83
2018
Q3
$351K Sell
945
-18
-2% -$6.69K 0.12% 93
2018
Q2
$323K Buy
963
+137
+17% +$46K 0.12% 93
2018
Q1
$271K Sell
826
-132
-14% -$43.3K 0.09% 105
2017
Q4
$219K Buy
958
+27
+3% +$6.17K 0.08% 112
2017
Q3
$237K Sell
931
-218
-19% -$55.5K 0.09% 108
2017
Q2
$227K Buy
+1,149
New +$227K 0.08% 127