Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-20,202
Closed -$143K 1735
2020
Q1
$143K Sell
20,202
-200
-1% -$1.42K ﹤0.01% 1441
2019
Q4
$173K Buy
20,402
+1,319
+7% +$11.2K ﹤0.01% 1668
2019
Q3
$145K Sell
19,083
-260
-1% -$1.98K ﹤0.01% 1605
2019
Q2
$143K Buy
19,343
+1,589
+9% +$11.7K ﹤0.01% 1646
2019
Q1
$165K Buy
17,754
+581
+3% +$5.4K ﹤0.01% 1547
2018
Q4
$162K Sell
17,173
-325
-2% -$3.07K ﹤0.01% 1454
2018
Q3
$218K Sell
17,498
-211
-1% -$2.63K 0.01% 1283
2018
Q2
$238K Buy
17,709
+624
+4% +$8.39K 0.01% 1460
2018
Q1
$232K Sell
17,085
-225
-1% -$3.06K 0.01% 1373
2017
Q4
$270K Buy
17,310
+1,483
+9% +$23.1K 0.01% 1316
2017
Q3
$314K Sell
15,827
-20
-0.1% -$397 0.01% 1185
2017
Q2
$296K Buy
15,847
+85
+0.5% +$1.59K 0.01% 1204
2017
Q1
$296K Buy
15,762
+8
+0.1% +$150 0.01% 1148
2016
Q4
$329K Buy
15,754
+1,875
+14% +$39.2K 0.01% 1079
2016
Q3
$270K Buy
+13,879
New +$270K 0.02% 1076