Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$283K Sell
3,841
-24
-0.6% -$1.77K 0.15% 57
2020
Q1
$283K Sell
3,865
-12
-0.3% -$879 0.19% 53
2019
Q4
$336K Buy
3,877
+53
+1% +$4.59K 0.17% 59
2019
Q3
$307K Sell
3,824
-131
-3% -$10.5K 0.16% 59
2019
Q2
$316K Buy
3,955
+149
+4% +$11.9K 0.18% 59
2019
Q1
$302K Buy
3,806
+93
+3% +$7.38K 0.19% 56
2018
Q4
$270K Buy
+3,713
New +$270K 0.2% 54