Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,798
Closed -$241K 242
2020
Q3
$241K Sell
1,798
-3,364
-65% -$451K 0.15% 148
2020
Q2
$673K Buy
5,162
+134
+3% +$17.5K 0.11% 217
2020
Q1
$574K Sell
5,028
-4,137
-45% -$472K 0.27% 81
2019
Q4
$1.35M Buy
9,165
+420
+5% +$62K 0.16% 178
2019
Q3
$1.2M Sell
8,745
-359
-4% -$49.3K 0.15% 197
2019
Q2
$1.32M Sell
9,104
-1,233
-12% -$179K 0.16% 191
2019
Q1
$1.8M Buy
10,337
+3,499
+51% +$608K 0.2% 147
2018
Q4
$1.09M Sell
6,838
-1,231
-15% -$196K 0.3% 86
2018
Q3
$1.25M Buy
8,069
+799
+11% +$124K 0.55% 40
2018
Q2
$1.2M Sell
7,270
-8,605
-54% -$1.42M 0.12% 242
2018
Q1
$2.91M Buy
15,875
+7,120
+81% +$1.31M 0.28% 111
2017
Q4
$1.72M Sell
8,755
-67
-0.8% -$13.2K 0.66% 36
2017
Q3
$1.55M Sell
8,822
-437
-5% -$76.7K 0.52% 42
2017
Q2
$1.61M Buy
9,259
+7,271
+366% +$1.27M 0.58% 37
2017
Q1
$318K Buy
+1,988
New +$318K 0.11% 44