Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,719
Closed -$215K 140
2019
Q4
$215K Sell
3,719
-34
-0.9% -$1.97K 0.09% 117
2019
Q3
$274K Sell
3,753
-631
-14% -$46.1K 0.12% 96
2019
Q2
$300K Buy
4,384
+208
+5% +$14.2K 0.14% 92
2019
Q1
$266K Buy
4,176
+660
+19% +$42K 0.12% 96
2018
Q4
$206K Buy
+3,516
New +$206K 0.09% 109
2018
Q3
Sell
-4,315
Closed -$246K 135
2018
Q2
$246K Buy
+4,315
New +$246K 0.1% 105
2018
Q1
Sell
-3,737
Closed -$224K 107
2017
Q4
$224K Buy
3,737
+53
+1% +$3.18K 0.18% 93
2017
Q3
$240K Sell
3,684
-189
-5% -$12.3K 0.19% 89
2017
Q2
$269K Sell
3,873
-57
-1% -$3.96K 0.25% 73
2017
Q1
$256K Buy
+3,930
New +$256K 0.23% 80