Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-19,462
Closed -$1.47M 590
2019
Q4
$1.47M Buy
19,462
+1,659
+9% +$126K 0.08% 181
2019
Q3
$1.31M Sell
17,803
-4,104
-19% -$302K 0.09% 181
2019
Q2
$1.51M Sell
21,907
-282
-1% -$19.4K 0.06% 239
2019
Q1
$1.55M Buy
22,189
+3,574
+19% +$250K 0.06% 221
2018
Q4
$1M Sell
18,615
-10,079
-35% -$544K 0.08% 186
2018
Q3
$1.95M Sell
28,694
-2,256
-7% -$153K 0.07% 203
2018
Q2
$2.16M Sell
30,950
-18,493
-37% -$1.29M 0.08% 203
2018
Q1
$2.81M Sell
49,443
-2,367
-5% -$135K 0.08% 209
2017
Q4
$2.77M Sell
51,810
-633
-1% -$33.8K 0.08% 222
2017
Q3
$2.91M Buy
52,443
+8,746
+20% +$485K 0.08% 216
2017
Q2
$2.28M Buy
43,697
+10,367
+31% +$541K 0.07% 258
2017
Q1
$1.85M Buy
33,330
+8,217
+33% +$456K 0.06% 302
2016
Q4
$1.44M Buy
+25,113
New +$1.44M 0.04% 389