Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-21,086
Closed -$317K 754
2020
Q1
$317K Buy
21,086
+182
+0.9% +$2.74K 0.01% 659
2019
Q4
$610K Buy
20,904
+805
+4% +$23.5K 0.01% 637
2019
Q3
$597K Buy
20,099
+377
+2% +$11.2K 0.01% 623
2019
Q2
$662K Sell
19,722
-384
-2% -$12.9K 0.02% 606
2019
Q1
$680K Buy
20,106
+518
+3% +$17.5K 0.02% 585
2018
Q4
$575K Buy
19,588
+832
+4% +$24.4K 0.02% 581
2018
Q3
$733K Buy
18,756
+576
+3% +$22.5K 0.02% 565
2018
Q2
$672K Buy
18,180
+405
+2% +$15K 0.02% 572
2018
Q1
$846K Buy
17,775
+312
+2% +$14.9K 0.03% 481
2017
Q4
$959K Buy
+17,463
New +$959K 0.03% 442