Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$1.59M Sell
29,571
-16,751
-36% -$900K 4.58% 2
2019
Q4
$2.84M Sell
46,322
-3,305
-7% -$203K 3.62% 7
2019
Q3
$3M Sell
49,627
-765
-2% -$46.2K 3.48% 3
2019
Q2
$2.88M Sell
50,392
-508
-1% -$29K 3.37% 4
2019
Q1
$3.01M Sell
50,900
-11,571
-19% -$684K 3.49% 2
2018
Q4
$3.51M Sell
62,471
-5,051
-7% -$284K 3.72% 2
2018
Q3
$3.61M Sell
67,522
-800
-1% -$42.7K 3.05% 6
2018
Q2
$3.44M Buy
68,322
+496
+0.7% +$25K 2.95% 4
2018
Q1
$3.24M Buy
67,826
+110
+0.2% +$5.26K 2.81% 8
2017
Q4
$3.58M Buy
+67,716
New +$3.58M 3.11% 4