Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$356K Sell
4,832
-3,727
-44% -$275K 0.17% 79
2020
Q1
$628K Buy
8,559
+274
+3% +$20.1K 0.24% 62
2019
Q4
$720K Sell
8,285
-34
-0.4% -$2.96K 0.19% 54
2019
Q3
$668K Buy
8,319
+262
+3% +$21K 0.18% 63
2019
Q2
$644K Sell
8,057
-399
-5% -$31.9K 0.16% 70
2019
Q1
$668K Buy
8,456
+93
+1% +$7.35K 0.16% 74
2018
Q4
$610K Sell
8,363
-22
-0.3% -$1.61K 0.14% 73
2018
Q3
$568K Sell
8,385
-4
-0% -$271 0.12% 78
2018
Q2
$486K Sell
8,389
-1,494
-15% -$86.6K 0.11% 87
2018
Q1
$514K Buy
+9,883
New +$514K 0.15% 70