Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$2.85M Buy
34,833
+316
+0.9% +$25.8K 0.06% 266
2019
Q4
$3.45M Buy
34,517
+1,028
+3% +$103K 0.06% 298
2019
Q3
$2.94M Buy
33,489
+1,132
+3% +$99.2K 0.06% 312
2019
Q2
$2.68M Buy
32,357
+2,313
+8% +$192K 0.06% 325
2019
Q1
$2.31M Sell
30,044
-5,491
-15% -$422K 0.05% 337
2018
Q4
$2.28M Hold
35,535
0.06% 311
2018
Q3
$2.69M Sell
35,535
-1,890
-5% -$143K 0.06% 326
2018
Q2
$2.9M Buy
37,425
+4,151
+12% +$321K 0.06% 310
2018
Q1
$2.21M Buy
33,274
+3,745
+13% +$249K 0.05% 377
2017
Q4
$2.42M Buy
29,529
+3,037
+11% +$249K 0.06% 343
2017
Q3
$2.05M Buy
26,492
+528
+2% +$40.9K 0.06% 357
2017
Q2
$1.65M Buy
25,964
+1,540
+6% +$97.6K 0.05% 408
2017
Q1
$1.47M Hold
24,424
0.05% 434
2016
Q4
$1.2M Buy
24,424
+1,705
+8% +$83.6K 0.04% 452
2016
Q3
$952K Buy
+22,719
New +$952K 0.03% 484