Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-16,487
Closed -$1.74M 96
2019
Q4
$1.74M Buy
16,487
+30
+0.2% +$3.17K 0.34% 76
2019
Q3
$1.95M Buy
16,457
+560
+4% +$66.2K 0.41% 72
2019
Q2
$1.68M Buy
15,897
+1,953
+14% +$206K 0.37% 71
2019
Q1
$1.19M Buy
13,944
+1,590
+13% +$135K 0.27% 81
2018
Q4
$1M Buy
12,354
+1,175
+11% +$95.5K 0.27% 80
2018
Q3
$1.18M Sell
11,179
-3,904
-26% -$411K 0.28% 76
2018
Q2
$1.39M Buy
15,083
+25
+0.2% +$2.31K 0.36% 73
2018
Q1
$1.27M Buy
15,058
+826
+6% +$69.6K 0.34% 70
2017
Q4
$1.29M Buy
14,232
+1,450
+11% +$132K 0.35% 70
2017
Q3
$1.25M Buy
12,782
+8
+0.1% +$781 0.36% 69
2017
Q2
$1.42M Buy
12,774
+800
+7% +$89.2K 0.44% 64
2017
Q1
$1.2M Buy
11,974
+705
+6% +$70.4K 0.37% 64
2016
Q4
$877K Buy
11,269
+842
+8% +$65.5K 0.3% 68
2016
Q3
$827K Buy
+10,427
New +$827K 0.3% 68