Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-17
Closed -$1K 574
2019
Q4
$1K Buy
+17
New +$1K ﹤0.01% 657
2019
Q2
Sell
-8,263
Closed -$219K 534
2019
Q1
$219K Sell
8,263
-6,518
-44% -$173K 0.01% 486
2018
Q4
$366K Sell
14,781
-7,781
-34% -$193K 0.03% 387
2018
Q3
$611K Sell
22,562
-478
-2% -$12.9K 0.04% 353
2018
Q2
$637K Buy
23,040
+1,389
+6% +$38.4K 0.04% 324
2018
Q1
$622K Buy
21,651
+349
+2% +$10K 0.04% 336
2017
Q4
$559K Sell
21,302
-8,229
-28% -$216K 0.04% 352
2017
Q3
$844K Buy
29,531
+3,432
+13% +$98.1K 0.06% 298
2017
Q2
$762K Buy
+26,099
New +$762K 0.05% 304