Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-652
Closed -$206K 329
2020
Q1
$206K Buy
+652
New +$206K ﹤0.01% 320
2019
Q1
Sell
-893
Closed -$269K 347
2018
Q4
$269K Sell
893
-32
-3% -$9.64K ﹤0.01% 318
2018
Q3
$327K Sell
925
-71
-7% -$25.1K ﹤0.01% 332
2018
Q2
$289K Buy
996
+53
+6% +$15.4K ﹤0.01% 341
2018
Q1
$258K Buy
943
+18
+2% +$4.93K ﹤0.01% 374
2017
Q4
$295K Sell
925
-32
-3% -$10.2K ﹤0.01% 372
2017
Q3
$300K Sell
957
-171
-15% -$53.6K ﹤0.01% 363
2017
Q2
$306K Buy
+1,128
New +$306K ﹤0.01% 374
2016
Q4
Sell
-645
Closed -$202K 387
2016
Q3
$202K Buy
+645
New +$202K ﹤0.01% 382
2016
Q1
Sell
-692
Closed -$212K 409
2015
Q4
$212K Buy
+692
New +$212K ﹤0.01% 411
2015
Q3
Sell
-642
Closed -$259K 434
2015
Q2
$259K Sell
642
-77
-11% -$31.1K ﹤0.01% 406
2015
Q1
$304K Buy
+719
New +$304K ﹤0.01% 376