Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-27,151
Closed -$2.96M 228
2020
Q3
$2.96M Buy
27,151
+2,292
+9% +$250K 0.77% 50
2020
Q2
$2.71M Sell
24,859
-103
-0.4% -$11.2K 0.74% 48
2020
Q1
$2.03M Sell
24,962
-853
-3% -$69.3K 1.01% 42
2019
Q4
$3.54M Buy
25,815
+3,020
+13% +$414K 1.37% 25
2019
Q3
$2.69M Buy
22,795
+3,807
+20% +$449K 1.11% 42
2019
Q2
$2.64M Sell
18,988
-820
-4% -$114K 1.11% 41
2019
Q1
$2.69M Buy
19,808
+2,403
+14% +$326K 1.16% 34
2018
Q4
$2.14M Buy
17,405
+6,745
+63% +$829K 1.03% 37
2018
Q3
$1.55M Buy
10,660
+1,353
+15% +$196K 0.68% 51
2018
Q2
$1.73M Sell
9,307
-83
-0.9% -$15.4K 0.73% 30
2018
Q1
$1.75M Buy
9,390
+531
+6% +$98.8K 0.72% 32
2017
Q4
$1.57M Buy
+8,859
New +$1.57M 0.64% 37