Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$559K Buy
3,053
+1,604
+111% +$294K 0.27% 56
2020
Q1
$214K Sell
1,449
-406
-22% -$60K 0.08% 122
2019
Q4
$603K Sell
1,855
-336
-15% -$109K 0.16% 65
2019
Q3
$834K Buy
2,191
+258
+13% +$98.2K 0.22% 54
2019
Q2
$702K Buy
1,933
+102
+6% +$37K 0.18% 64
2019
Q1
$696K Sell
1,831
-51
-3% -$19.4K 0.17% 70
2018
Q4
$607K Buy
1,882
+5
+0.3% +$1.61K 0.14% 74
2018
Q3
$698K Buy
1,877
+12
+0.6% +$4.46K 0.14% 70
2018
Q2
$626K Buy
1,865
+5
+0.3% +$1.68K 0.14% 69
2018
Q1
$610K Buy
1,860
+174
+10% +$57.1K 0.18% 58
2017
Q4
$498K Buy
1,686
+100
+6% +$29.5K 0.15% 48
2017
Q3
$403K Buy
1,586
+378
+31% +$96K 0.09% 77
2017
Q2
$252K Buy
+1,208
New +$252K 0.06% 83