Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$840K Buy
38,139
+4,096
+12% +$90.2K 0.28% 27
2019
Q4
$1.01M Buy
34,043
+470
+1% +$13.9K 0.22% 27
2019
Q3
$960K Sell
33,573
-2,930
-8% -$83.8K 0.21% 28
2019
Q2
$923K Buy
36,503
+12,557
+52% +$318K 0.21% 34
2019
Q1
$567K Sell
23,946
-7,605
-24% -$180K 0.13% 41
2018
Q4
$680K Buy
31,551
+138
+0.4% +$2.97K 0.15% 43
2018
Q3
$797K Buy
31,413
+2,711
+9% +$68.8K 0.15% 37
2018
Q2
$696K Buy
28,702
+21,846
+319% +$530K 0.15% 41
2018
Q1
$185K Sell
6,856
-2,204
-24% -$59.5K 0.04% 139
2017
Q4
$266K Buy
+9,060
New +$266K 0.06% 134