Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$2.06M Sell
22,624
-16,772
-43% -$1.53M 1% 22
2020
Q1
$2.51M Buy
39,396
+1,192
+3% +$75.8K 0.95% 25
2019
Q4
$2.8M Buy
38,204
+304
+0.8% +$22.3K 0.76% 24
2019
Q3
$2.12M Buy
37,900
+4,368
+13% +$244K 0.56% 27
2019
Q2
$1.66M Sell
33,532
-4,580
-12% -$227K 0.42% 33
2019
Q1
$1.81M Sell
38,112
-860
-2% -$40.8K 0.45% 34
2018
Q4
$1.54M Buy
38,972
+544
+1% +$21.4K 0.36% 39
2018
Q3
$2.16M Buy
38,428
+832
+2% +$46.8K 0.44% 31
2018
Q2
$1.74M Sell
37,596
-828
-2% -$38.3K 0.4% 37
2018
Q1
$1.61M Buy
38,424
+27,956
+267% +$1.17M 0.47% 29
2017
Q4
$443K Sell
10,468
-4,408
-30% -$187K 0.13% 50
2017
Q3
$574K Buy
14,876
+4,152
+39% +$160K 0.13% 65
2017
Q2
$398K Buy
+10,724
New +$398K 0.1% 54