Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$467K Buy
7,192
+160
+2% +$10.4K 0.77% 47
2020
Q1
$459K Buy
7,032
+577
+9% +$37.7K 0.92% 42
2019
Q4
$508K Buy
6,455
+1,175
+22% +$92.5K 0.81% 46
2019
Q3
$420K Buy
5,280
+265
+5% +$21.1K 0.71% 48
2019
Q2
$419K Sell
5,015
-15
-0.3% -$1.25K 0.68% 51
2019
Q1
$398K Buy
5,030
+50
+1% +$3.96K 0.68% 50
2018
Q4
$333K Sell
4,980
-250
-5% -$16.7K 0.68% 51
2018
Q3
$418K Hold
5,230
0.73% 49
2018
Q2
$352K Sell
5,230
-650
-11% -$43.7K 1.04% 32
2018
Q1
$453K Sell
5,880
-115
-2% -$8.86K 1.35% 28
2017
Q4
$408K Sell
5,995
-5,122
-46% -$349K 1.14% 31
2017
Q3
$695K Buy
11,117
+815
+8% +$51K 1.29% 30
2017
Q2
$571K Buy
10,302
+1,220
+13% +$67.6K 1.16% 32
2017
Q1
$456K Buy
9,082
+405
+5% +$20.3K 1.05% 34
2016
Q4
$430K Buy
8,677
+250
+3% +$12.4K 1.09% 34
2016
Q3
$442K Buy
8,427
+917
+12% +$48.1K 1.13% 35
2016
Q2
$334K Buy
7,510
+2,510
+50% +$112K 1.07% 39
2016
Q1
$204K Buy
+5,000
New +$204K 0.88% 46