Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$2.52M Buy
68,855
+7,715
+13% +$282K 0.05% 298
2019
Q4
$2.86M Sell
61,140
-1,304
-2% -$60.9K 0.05% 344
2019
Q3
$3.03M Buy
62,444
+3,856
+7% +$187K 0.06% 307
2019
Q2
$2.63M Buy
58,588
+22,266
+61% +$1,000K 0.05% 329
2019
Q1
$1.65M Buy
36,322
+14
+0% +$636 0.04% 426
2018
Q4
$1.44M Hold
36,308
0.04% 433
2018
Q3
$1.47M Sell
36,308
-1,076
-3% -$43.5K 0.03% 481
2018
Q2
$1.4M Hold
37,384
0.03% 501
2018
Q1
$1.33M Buy
37,384
+2,537
+7% +$90.4K 0.03% 498
2017
Q4
$1.34M Buy
34,847
+3,032
+10% +$117K 0.03% 486
2017
Q3
$1.21M Buy
31,815
+852
+3% +$32.4K 0.03% 471
2017
Q2
$1.21M Buy
30,963
+358
+1% +$14K 0.04% 471
2017
Q1
$1.11M Buy
30,605
+2,119
+7% +$76.9K 0.03% 490
2016
Q4
$1.04M Buy
28,486
+2,014
+8% +$73.5K 0.04% 480
2016
Q3
$953K Buy
+26,472
New +$953K 0.03% 483