Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,727
Closed -$261K 361
2019
Q4
$261K Sell
1,727
-500
-22% -$75.6K 0.13% 183
2019
Q3
$324K Buy
2,227
+74
+3% +$10.8K 0.18% 148
2019
Q2
$354K Buy
2,153
+400
+23% +$65.8K 0.21% 138
2019
Q1
$318K Buy
1,753
+402
+30% +$72.9K 0.2% 149
2018
Q4
$218K Buy
1,351
+520
+63% +$83.9K 0.16% 175
2018
Q3
$200K Buy
+831
New +$200K 0.13% 210
2018
Q2
Sell
-831
Closed -$200K 215
2018
Q1
$200K Sell
831
-100
-11% -$24.1K 0.15% 185
2017
Q4
$232K Hold
931
0.17% 171
2017
Q3
$210K Sell
931
-30
-3% -$6.77K 0.17% 171
2017
Q2
$209K Buy
+961
New +$209K 0.17% 169