Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$624K Sell
4,504
-292
-6% -$40.5K 0.17% 40
2020
Q2
$634K Sell
4,796
-300
-6% -$39.7K 0.19% 46
2020
Q1
$612K Sell
5,096
-924
-15% -$111K 0.22% 44
2019
Q4
$823K Buy
6,020
+300
+5% +$41K 0.26% 35
2019
Q3
$784K Hold
5,720
0.26% 38
2019
Q2
$750K Sell
5,720
-635
-10% -$83.3K 0.24% 38
2019
Q1
$779K Hold
6,355
0.3% 30
2018
Q4
$702K Buy
6,355
+800
+14% +$88.4K 0.3% 27
2018
Q3
$621K Sell
5,555
-320
-5% -$35.8K 0.23% 38
2018
Q2
$640K Buy
5,875
+5,771
+5,549% +$629K 0.24% 45
2018
Q1
$11K Sell
104
-104
-50% -$11K 0.01% 154
2017
Q4
$24K Buy
+208
New +$24K 0.02% 99