Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,394
Closed -$455K 908
2019
Q4
$455K Sell
7,394
-1,757
-19% -$108K 0.01% 740
2019
Q3
$501K Sell
9,151
-215
-2% -$11.8K 0.02% 702
2019
Q2
$487K Sell
9,366
-692
-7% -$36K 0.02% 690
2019
Q1
$468K Sell
10,058
-486
-5% -$22.6K 0.02% 694
2018
Q4
$418K Buy
10,544
+994
+10% +$39.4K 0.02% 648
2018
Q3
$549K Sell
9,550
-816
-8% -$46.9K 0.02% 688
2018
Q2
$561K Sell
10,366
-652
-6% -$35.3K 0.02% 667
2018
Q1
$559K Sell
11,018
-274
-2% -$13.9K 0.02% 677
2017
Q4
$594K Sell
11,292
-308
-3% -$16.2K 0.02% 631
2017
Q3
$593K Sell
11,600
-31
-0.3% -$1.59K 0.02% 603
2017
Q2
$540K Buy
11,631
+1,988
+21% +$92.3K 0.03% 504
2017
Q1
$443K Buy
+9,643
New +$443K 0.02% 640