Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$1.28M Sell
9,280
-2,640
-22% -$365K 0.62% 35
2020
Q1
$1.16M Sell
11,920
-3,620
-23% -$353K 0.44% 42
2019
Q4
$1.43M Sell
15,540
-480
-3% -$44.3K 0.39% 33
2019
Q3
$1.39M Buy
16,020
+240
+2% +$20.8K 0.37% 35
2019
Q2
$1.49M Buy
15,780
+380
+2% +$36K 0.37% 39
2019
Q1
$1.37M Sell
15,400
-1,500
-9% -$134K 0.34% 41
2018
Q4
$1.27M Sell
16,900
-100
-0.6% -$7.52K 0.3% 45
2018
Q3
$1.7M Buy
17,000
+1,620
+11% +$162K 0.35% 40
2018
Q2
$1.31M Sell
15,380
-500
-3% -$42.5K 0.3% 44
2018
Q1
$1.15M Buy
15,880
+5,080
+47% +$368K 0.34% 37
2017
Q4
$632K Buy
10,800
+260
+2% +$15.2K 0.19% 40
2017
Q3
$507K Buy
+10,540
New +$507K 0.11% 68