Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$1.29M Sell
27,385
-3,372
-11% -$159K 0.6% 56
2020
Q2
$1.57M Sell
30,757
-2,372
-7% -$121K 0.65% 56
2020
Q1
$1.57M Sell
33,129
-2,793
-8% -$132K 0.8% 43
2019
Q4
$2.11M Hold
35,922
0.86% 36
2019
Q3
$1.92M Hold
35,922
0.84% 37
2019
Q2
$1.8M Hold
35,922
0.8% 40
2019
Q1
$1.88M Hold
35,922
0.86% 38
2018
Q4
$1.72M Sell
35,922
-1,020
-3% -$48.7K 0.9% 36
2018
Q3
$1.85M Buy
36,942
+2,592
+8% +$130K 0.89% 37
2018
Q2
$1.73M Buy
34,350
+120
+0.4% +$6.04K 0.87% 37
2018
Q1
$1.67M Buy
+34,230
New +$1.67M 0.85% 34