Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-58,096
Closed -$1.01M 117
2020
Q2
$1.01M Buy
58,096
+2,880
+5% +$50.2K 0.17% 67
2020
Q1
$959K Sell
55,216
-1,552
-3% -$27K 0.2% 64
2019
Q4
$1.17M Sell
56,768
-588
-1% -$12.1K 0.21% 72
2019
Q3
$1.08M Sell
57,356
-321
-0.6% -$6.06K 0.21% 73
2019
Q2
$1.2M Buy
57,677
+742
+1% +$15.4K 0.22% 68
2019
Q1
$1.1M Sell
56,935
-1,185
-2% -$22.9K 0.22% 70
2018
Q4
$1.19M Sell
58,120
-1,802
-3% -$36.8K 0.27% 64
2018
Q3
$1.54M Sell
59,922
-2,464
-4% -$63.5K 0.33% 58
2018
Q2
$1.42M Sell
62,386
-874
-1% -$19.9K 0.32% 60
2018
Q1
$1.38M Buy
63,260
+399
+0.6% +$8.73K 0.33% 61
2017
Q4
$1.32M Buy
62,861
+3,974
+7% +$83.6K 0.33% 63
2017
Q3
$1.18M Buy
58,887
+9,449
+19% +$189K 0.33% 63
2017
Q2
$871K Buy
49,438
+19,891
+67% +$350K 0.28% 79
2017
Q1
$528K Buy
+29,547
New +$528K 0.21% 79