Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$328K Buy
2,446
+22
+0.9% +$2.95K 0.75% 38
2020
Q2
$316K Buy
2,424
+104
+4% +$13.6K 0.76% 42
2020
Q1
$265K Buy
+2,320
New +$265K 0.72% 41
2019
Q4
Sell
-1,301
Closed -$179K 91
2019
Q3
$179K Sell
1,301
-218
-14% -$30K 0.15% 91
2019
Q2
$220K Sell
1,519
-169
-10% -$24.5K 0.19% 89
2019
Q1
$293K Sell
1,688
-73
-4% -$12.7K 0.28% 78
2018
Q4
$281K Sell
1,761
-381
-18% -$60.8K 0.24% 78
2018
Q3
$377K Sell
2,142
-101
-5% -$17.8K 0.29% 71
2018
Q2
$369K Buy
2,243
+76
+4% +$12.5K 0.29% 73
2018
Q1
$398K Sell
2,167
-66
-3% -$12.1K 0.34% 74
2017
Q4
$439K Buy
+2,233
New +$439K 0.36% 70