Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$229K Sell
7,384
-11,124
-60% -$345K 0.11% 102
2020
Q1
$572K Buy
18,508
+5,045
+37% +$156K 0.22% 70
2019
Q4
$500K Sell
13,463
-705
-5% -$26.2K 0.13% 75
2019
Q3
$483K Buy
14,168
+1,388
+11% +$47.3K 0.13% 82
2019
Q2
$525K Buy
12,780
+813
+7% +$33.4K 0.13% 78
2019
Q1
$481K Sell
11,967
-5,015
-30% -$202K 0.12% 90
2018
Q4
$704K Sell
16,982
-3,916
-19% -$162K 0.16% 67
2018
Q3
$841K Sell
20,898
-1,398
-6% -$56.3K 0.17% 63
2018
Q2
$768K Buy
22,296
+5,684
+34% +$196K 0.18% 65
2018
Q1
$560K Buy
16,612
+9,620
+138% +$324K 0.16% 61
2017
Q4
$240K Sell
6,992
-6,539
-48% -$224K 0.07% 65
2017
Q3
$457K Buy
13,531
+3,363
+33% +$114K 0.1% 71
2017
Q2
$323K Buy
10,168
+1,331
+15% +$42.3K 0.08% 68
2017
Q1
$285K Buy
+8,837
New +$285K 0.07% 64
2016
Q3
Sell
-6,480
Closed -$222K 78
2016
Q2
$222K Buy
6,480
+14
+0.2% +$480 0.07% 49
2016
Q1
$205K Buy
+6,466
New +$205K 0.07% 43