Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$227K Sell
4,754
-1,043
-18% -$49.8K 0.24% 105
2019
Q4
$337K Sell
5,797
-1,251
-18% -$72.7K 0.27% 91
2019
Q3
$328K Sell
7,048
-276
-4% -$12.8K 0.27% 99
2019
Q2
$287K Sell
7,324
-579
-7% -$22.7K 0.23% 110
2019
Q1
$324K Buy
7,903
+112
+1% +$4.59K 0.28% 94
2018
Q4
$288K Buy
7,791
+530
+7% +$19.6K 0.28% 98
2018
Q3
$321K Sell
7,261
-4,044
-36% -$179K 0.26% 103
2018
Q2
$413K Sell
11,305
-71
-0.6% -$2.59K 0.25% 78
2018
Q1
$498K Buy
11,376
+3,083
+37% +$135K 0.28% 67
2017
Q4
$329K Hold
8,293
0.19% 88
2017
Q3
$311K Hold
8,293
0.18% 90
2017
Q2
$290K Hold
8,293
0.16% 113
2017
Q1
$272K Hold
8,293
0.15% 121
2016
Q4
$238K Buy
8,293
+1,544
+23% +$44.3K 0.15% 122
2016
Q3
$206K Buy
+6,749
New +$206K 0.14% 124