Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-310
Closed -$42K 518
2020
Q1
$42K Sell
310
-1,325
-81% -$180K 0.01% 485
2019
Q4
$240K Buy
+1,635
New +$240K 0.04% 302
2018
Q2
Sell
-2,182
Closed -$216K 363
2018
Q1
$216K Sell
2,182
-102
-4% -$10.1K 0.03% 351
2017
Q4
$260K Buy
2,284
+88
+4% +$10K 0.04% 306
2017
Q3
$239K Buy
2,196
+151
+7% +$16.4K 0.04% 328
2017
Q2
$220K Sell
2,045
-283
-12% -$30.4K 0.03% 344
2017
Q1
$254K Sell
2,328
-200
-8% -$21.8K 0.04% 307
2016
Q4
$262K Sell
2,528
-77
-3% -$7.98K 0.04% 294
2016
Q3
$249K Sell
2,605
-1,070
-29% -$102K 0.04% 289
2016
Q2
$417 Buy
3,675
+1,125
+44% +$128 0.03% 391
2016
Q1
$235K Sell
2,550
-449
-15% -$41.4K 0.02% 540
2015
Q4
$268K Buy
+2,999
New +$268K 0.02% 496