Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,739
Closed -$376K 905
2019
Q4
$376K Buy
2,739
+627
+30% +$86.1K 0.01% 895
2019
Q3
$249K Buy
2,112
+57
+3% +$6.72K 0.01% 776
2019
Q2
$228K Buy
2,055
+17
+0.8% +$1.89K 0.01% 853
2019
Q1
$277K Sell
2,038
-12
-0.6% -$1.63K 0.01% 732
2018
Q4
$252K Buy
2,050
+144
+8% +$17.7K 0.01% 720
2018
Q3
$276K Sell
1,906
-1,826
-49% -$264K 0.01% 801
2018
Q2
$693K Buy
3,732
+1,070
+40% +$199K 0.03% 466
2018
Q1
$495K Buy
2,662
+377
+16% +$70.1K 0.02% 514
2017
Q4
$404K Sell
2,285
-71
-3% -$12.6K 0.02% 546
2017
Q3
$408K Buy
2,356
+293
+14% +$50.7K 0.02% 501
2017
Q2
$293K Buy
+2,063
New +$293K 0.02% 568