Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-398
Closed -$22K 214
2019
Q4
$22K Buy
398
+3
+0.8% +$166 0.02% 273
2019
Q3
$20K Sell
395
-39
-9% -$1.98K 0.02% 261
2019
Q2
$24K Buy
434
+52
+14% +$2.88K 0.02% 255
2019
Q1
$23K Buy
382
+3
+0.8% +$181 0.01% 289
2018
Q4
$19K Buy
379
+2
+0.5% +$100 0.01% 310
2018
Q3
$23K Buy
377
+3
+0.8% +$183 0.01% 307
2018
Q2
$24K Buy
374
+2
+0.5% +$128 0.01% 313
2018
Q1
$22K Buy
372
+2
+0.5% +$118 0.01% 314
2017
Q4
$24K Buy
370
+3
+0.8% +$195 0.01% 301
2017
Q3
$20K Buy
367
+2
+0.5% +$109 0.01% 306
2017
Q2
$21K Hold
365
0.01% 289
2017
Q1
$21K Buy
+365
New +$21K 0.02% 254