Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-785
Closed -$67K 274
2019
Q4
$67K Hold
785
0.06% 192
2019
Q3
$62K Hold
785
0.06% 188
2019
Q2
$55K Buy
785
+5
+0.6% +$350 0.05% 189
2019
Q1
$52K Sell
780
-544
-41% -$36.3K 0.03% 234
2018
Q4
$83K Buy
1,324
+4
+0.3% +$251 0.06% 187
2018
Q3
$97K Buy
1,320
+4
+0.3% +$294 0.05% 196
2018
Q2
$90K Buy
1,316
+4
+0.3% +$274 0.05% 198
2018
Q1
$79K Buy
1,312
+5
+0.4% +$301 0.04% 213
2017
Q4
$79K Buy
1,307
+4
+0.3% +$242 0.04% 205
2017
Q3
$70K Buy
1,303
+5
+0.4% +$269 0.04% 213
2017
Q2
$65K Buy
1,298
+315
+32% +$15.8K 0.04% 209
2017
Q1
$51K Hold
983
0.05% 195
2016
Q4
$54K Buy
+983
New +$54K 0.06% 174