Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-17,268
Closed -$1.34M 587
2020
Q1
$1.34M Sell
17,268
-54
-0.3% -$4.2K 0.54% 23
2019
Q4
$1.64M Buy
17,322
+329
+2% +$31.2K 0.59% 28
2019
Q3
$1.41M Buy
16,993
+2,081
+14% +$173K 0.54% 30
2019
Q2
$1.24M Buy
14,912
+1,252
+9% +$104K 0.52% 30
2019
Q1
$1.1M Buy
13,660
+2,619
+24% +$211K 0.51% 29
2018
Q4
$758K Buy
11,041
+1,514
+16% +$104K 0.51% 29
2018
Q3
$826K Buy
9,527
+1,238
+15% +$107K 0.51% 28
2018
Q2
$619K Buy
8,289
+4,532
+121% +$338K 0.44% 34
2018
Q1
$300K Buy
3,757
+727
+24% +$58.1K 0.31% 68
2017
Q4
$239K Buy
+3,030
New +$239K 0.2% 48