Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,139
Closed -$178K 243
2019
Q4
$178K Buy
+15,139
New +$178K 0.07% 252
2019
Q1
Sell
-19,231
Closed -$249K 267
2018
Q4
$249K Hold
19,231
0.12% 208
2018
Q3
$249K Buy
19,231
+3,803
+25% +$49.2K 0.12% 208
2018
Q2
$221K Buy
15,428
+2,191
+17% +$31.4K 0.11% 214
2018
Q1
$222K Buy
13,237
+1,039
+9% +$17.4K 0.12% 211
2017
Q4
$225K Buy
+12,198
New +$225K 0.11% 209