Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$264K Sell
4,533
-2,302
-34% -$134K 1.28% 41
2020
Q3
$315K Sell
6,835
-5,877
-46% -$271K 1.4% 36
2020
Q2
$564K Buy
12,712
+4,431
+54% +$197K 1.61% 35
2020
Q1
$271K Sell
8,281
-60,264
-88% -$1.97M 0.85% 42
2019
Q4
$3.35M Sell
68,545
-290
-0.4% -$14.2K 2.52% 11
2019
Q3
$3.03M Sell
68,835
-215
-0.3% -$9.47K 2.41% 14
2019
Q2
$3.58M Sell
69,050
-135
-0.2% -$7K 2.96% 6
2019
Q1
$3.37M Buy
69,185
+33
+0% +$1.61K 2.98% 8
2018
Q4
$2.98M Hold
69,152
2.91% 10
2018
Q3
$3.08M Sell
69,152
-48
-0.1% -$2.13K 2.51% 16
2018
Q2
$3.09M Buy
+69,200
New +$3.09M 2.7% 13