Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$5.34M Buy
+136,871
New +$5.34M 0.63% 57
2020
Q1
Sell
-6,303
Closed -$283K 213
2019
Q4
$283K Sell
6,303
-305
-5% -$13.7K 0.03% 199
2019
Q3
$298K Sell
6,608
-3,113
-32% -$140K 0.03% 191
2019
Q2
$411K Buy
9,721
+3,655
+60% +$155K 0.05% 184
2019
Q1
$243K Sell
6,066
-2,615
-30% -$105K 0.03% 219
2018
Q4
$296K Sell
8,681
-4,466
-34% -$152K 0.04% 207
2018
Q3
$466K Buy
+13,147
New +$466K 0.06% 192
2017
Q1
Sell
-6,184
Closed -$214K 177
2016
Q4
$214K Buy
+6,184
New +$214K 0.08% 152