Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$1.99M Sell
18,626
-300
-2% -$32K 0.04% 341
2019
Q4
$2.64M Buy
18,926
+601
+3% +$83.9K 0.04% 355
2019
Q3
$2.57M Buy
18,325
+290
+2% +$40.7K 0.05% 340
2019
Q2
$2.63M Buy
18,035
+1,321
+8% +$192K 0.05% 330
2019
Q1
$2.62M Sell
16,714
-1,490
-8% -$234K 0.06% 313
2018
Q4
$2.95M Hold
18,204
0.08% 241
2018
Q3
$3.63M Sell
18,204
-232
-1% -$46.3K 0.08% 242
2018
Q2
$3.18M Buy
18,436
+663
+4% +$114K 0.07% 287
2018
Q1
$2.57M Buy
17,773
+125
+0.7% +$18.1K 0.06% 331
2017
Q4
$2.32M Buy
17,648
+701
+4% +$92K 0.06% 354
2017
Q3
$2.04M Buy
16,947
+283
+2% +$34.1K 0.06% 359
2017
Q2
$2.12M Buy
16,664
+434
+3% +$55.1K 0.06% 346
2017
Q1
$2.31M Buy
16,230
+313
+2% +$44.6K 0.07% 310
2016
Q4
$2.3M Buy
15,917
+1,484
+10% +$215K 0.08% 279
2016
Q3
$1.8M Buy
+14,433
New +$1.8M 0.06% 338