Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$506K Buy
1,776
+87
+5% +$24.8K 0.55% 52
2019
Q4
$496K Sell
1,689
-310
-16% -$91K 0.4% 74
2019
Q3
$576K Buy
1,999
+782
+64% +$225K 0.47% 58
2019
Q2
$322K Buy
1,217
+162
+15% +$42.9K 0.26% 99
2019
Q1
$255K Sell
1,055
-99
-9% -$23.9K 0.22% 127
2018
Q4
$235K Sell
1,154
-10
-0.9% -$2.04K 0.23% 130
2018
Q3
$273K Buy
+1,164
New +$273K 0.22% 122
2017
Q4
Sell
-1,296
Closed -$213K 189
2017
Q3
$213K Sell
1,296
-656
-34% -$108K 0.12% 160
2017
Q2
$312K Sell
1,952
-2
-0.1% -$320 0.17% 105
2017
Q1
$328K Buy
1,954
+487
+33% +$81.7K 0.18% 96
2016
Q4
$235K Hold
1,467
0.14% 126
2016
Q3
$224K Buy
+1,467
New +$224K 0.15% 109