Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$236K Sell
6,039
-3,192
-35% -$125K 0.11% 96
2020
Q1
$318K Buy
9,231
+5
+0.1% +$172 0.12% 100
2019
Q4
$413K Sell
9,226
-272
-3% -$12.2K 0.11% 88
2019
Q3
$427K Buy
9,498
+2,656
+39% +$119K 0.11% 90
2019
Q2
$288K Sell
6,842
-4,174
-38% -$176K 0.07% 117
2019
Q1
$441K Sell
11,016
-2,028
-16% -$81.2K 0.11% 94
2018
Q4
$444K Sell
13,044
-2,179
-14% -$74.2K 0.1% 92
2018
Q3
$545K Buy
15,223
+296
+2% +$10.6K 0.11% 82
2018
Q2
$490K Buy
14,927
+2,117
+17% +$69.5K 0.11% 85
2018
Q1
$438K Buy
+12,810
New +$438K 0.13% 81
2017
Q4
Sell
-9,630
Closed -$371K 81
2017
Q3
$371K Buy
9,630
+931
+11% +$35.9K 0.08% 82
2017
Q2
$342K Buy
8,699
+602
+7% +$23.7K 0.08% 63
2017
Q1
$314K Sell
8,097
-183
-2% -$7.1K 0.08% 62
2016
Q4
$304K Sell
8,280
-1,344
-14% -$49.3K 0.09% 47
2016
Q3
$296K Buy
9,624
+3,382
+54% +$104K 0.08% 57
2016
Q2
$208K Buy
+6,242
New +$208K 0.07% 51