Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$1.24M Buy
18,813
+2,731
+17% +$181K 0.6% 36
2020
Q1
$986K Hold
16,082
0.37% 47
2019
Q4
$1.39M Hold
16,082
0.37% 34
2019
Q3
$1.39M Hold
16,082
0.37% 36
2019
Q2
$1.42M Sell
16,082
-6,372
-28% -$561K 0.35% 41
2019
Q1
$1.64M Buy
22,454
+3,468
+18% +$253K 0.4% 36
2018
Q4
$1.13M Hold
18,986
0.26% 46
2018
Q3
$1.43M Sell
18,986
-3,661
-16% -$275K 0.29% 44
2018
Q2
$1.73M Sell
22,647
-133
-0.6% -$10.1K 0.4% 38
2018
Q1
$1.78M Buy
+22,780
New +$1.78M 0.52% 25
2017
Q4
Sell
-19,119
Closed -$1.33M 88
2017
Q3
$1.33M Hold
19,119
0.29% 40
2017
Q2
$1.25M Sell
19,119
-160
-0.8% -$10.5K 0.3% 31
2017
Q1
$1.21M Buy
+19,279
New +$1.21M 0.3% 30
2016
Q4
Sell
-19,279
Closed -$1.09M 65
2016
Q3
$1.09M Buy
+19,279
New +$1.09M 0.27% 32