Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$203K Sell
2,319
-908
-28% -$79.5K 0.02% 202
2020
Q1
$251K Buy
3,227
+310
+11% +$24.1K 0.03% 191
2019
Q4
$276K Sell
2,917
-18
-0.6% -$1.7K 0.03% 201
2019
Q3
$244K Sell
2,935
-2,352
-44% -$196K 0.03% 204
2019
Q2
$440K Buy
5,287
+1,562
+42% +$130K 0.05% 175
2019
Q1
$300K Sell
3,725
-2,843
-43% -$229K 0.03% 204
2018
Q4
$451K Sell
6,568
-5,037
-43% -$346K 0.06% 173
2018
Q3
$1.01M Buy
11,605
+515
+5% +$44.7K 0.13% 145
2018
Q2
$829K Sell
11,090
-16,219
-59% -$1.21M 0.14% 144
2018
Q1
$2.18M Sell
27,309
-7,356
-21% -$588K 0.43% 82
2017
Q4
$2.74M Buy
+34,665
New +$2.74M 0.43% 76
2014
Q3
Sell
-3,678
Closed -$284K 171
2014
Q2
$284K Buy
3,678
+599
+19% +$46.3K 0.16% 126
2014
Q1
$231K Buy
3,079
+61
+2% +$4.58K 0.14% 136
2013
Q4
$230K Sell
3,018
-1,625
-35% -$124K 0.15% 133
2013
Q3
$320K Buy
4,643
+200
+5% +$13.8K 0.21% 112
2013
Q2
$292K Buy
+4,443
New +$292K 0.22% 110