Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$546K Sell
9,899
-12,125
-55% -$669K 0.15% 44
2020
Q2
$1.11M Sell
22,024
-941
-4% -$47.3K 0.33% 27
2020
Q1
$794K Hold
22,965
0.29% 35
2019
Q4
$1.1M Sell
22,965
-42
-0.2% -$2.02K 0.34% 27
2019
Q3
$959K Hold
23,007
0.31% 31
2019
Q2
$903K Buy
23,007
+42
+0.2% +$1.65K 0.29% 28
2019
Q1
$903K Buy
22,965
+1,745
+8% +$68.6K 0.35% 25
2018
Q4
$620K Buy
21,220
+9,290
+78% +$271K 0.26% 34
2018
Q3
$437K Sell
11,930
-298
-2% -$10.9K 0.16% 48
2018
Q2
$457K Buy
12,228
+12,079
+8,107% +$451K 0.17% 60
2018
Q1
$6K Sell
149
-149
-50% -$6K ﹤0.01% 215
2017
Q4
$13K Buy
+298
New +$13K 0.01% 161