Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,148
Closed -$418K 1215
2019
Q4
$418K Sell
15,148
-1,255
-8% -$34.6K 0.01% 853
2019
Q3
$406K Buy
16,403
+75
+0.5% +$1.86K 0.01% 632
2019
Q2
$367K Buy
16,328
+975
+6% +$21.9K 0.01% 671
2019
Q1
$285K Buy
15,353
+52
+0.3% +$965 0.01% 718
2018
Q4
$302K Buy
15,301
+6,589
+76% +$130K 0.01% 651
2018
Q3
$344K Sell
8,712
-283
-3% -$11.2K 0.01% 718
2018
Q2
$312K Buy
8,995
+1,694
+23% +$58.8K 0.01% 730
2018
Q1
$257K Buy
7,301
+55
+0.8% +$1.94K 0.01% 725
2017
Q4
$230K Buy
+7,246
New +$230K 0.01% 738