Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-27,936
Closed -$198K 533
2020
Q1
$198K Buy
27,936
+10,849
+63% +$76.9K 0.01% 466
2019
Q4
$145K Sell
17,087
-7,183
-30% -$61K 0.01% 518
2019
Q3
$185K Buy
24,270
+9,824
+68% +$74.9K 0.01% 356
2019
Q2
$106K Buy
14,446
+1,068
+8% +$7.84K 0.01% 515
2019
Q1
$124K Buy
13,378
+3,121
+30% +$28.9K 0.01% 524
2018
Q4
$97K Sell
10,257
-1,779
-15% -$16.8K 0.01% 507
2018
Q3
$150K Sell
12,036
-459
-4% -$5.72K 0.01% 531
2018
Q2
$168K Buy
+12,495
New +$168K 0.01% 508
2017
Q4
Sell
-11,135
Closed -$221K 542
2017
Q3
$221K Buy
11,135
+541
+5% +$10.7K 0.01% 499
2017
Q2
$198K Buy
10,594
+120
+1% +$2.24K 0.01% 520
2017
Q1
$197K Sell
10,474
-1,416
-12% -$26.6K 0.01% 528
2016
Q4
$248K Buy
+11,890
New +$248K 0.02% 494