Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$2.05M Sell
797
-77
-9% -$198K 0.04% 331
2019
Q4
$3.33M Buy
874
+25
+3% +$95.2K 0.06% 306
2019
Q3
$3.16M Buy
849
+40
+5% +$149K 0.06% 297
2019
Q2
$2.73M Buy
809
+56
+7% +$189K 0.06% 321
2019
Q1
$2.08M Sell
753
-46
-6% -$127K 0.05% 362
2018
Q4
$1.95M Hold
799
0.05% 345
2018
Q3
$1.97M Sell
799
-83
-9% -$205K 0.04% 405
2018
Q2
$2.62M Buy
882
+57
+7% +$169K 0.06% 334
2018
Q1
$2.31M Buy
825
+22
+3% +$61.6K 0.05% 367
2017
Q4
$2.82M Buy
803
+145
+22% +$509K 0.07% 300
2017
Q3
$1.88M Buy
658
+34
+5% +$97.1K 0.05% 379
2017
Q2
$1.5M Buy
+624
New +$1.5M 0.05% 431