Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-90,365
Closed -$2.13M 740
2020
Q2
$2.13M Sell
90,365
-243
-0.3% -$5.73K 0.06% 244
2020
Q1
$1.94M Sell
90,608
-2,425
-3% -$51.9K 0.06% 244
2019
Q4
$2.35M Sell
93,033
-5,797
-6% -$146K 0.06% 274
2019
Q3
$2.34M Buy
98,830
+16,888
+21% +$401K 0.07% 239
2019
Q2
$2M Buy
+81,942
New +$2M 0.06% 276
2016
Q1
Sell
-60
Closed -$1K 543
2015
Q4
$1K Hold
60
﹤0.01% 733
2015
Q3
$1K Hold
60
﹤0.01% 802
2015
Q2
$1K Hold
60
﹤0.01% 702
2015
Q1
$1K Hold
60
﹤0.01% 687
2014
Q4
$1K Hold
60
﹤0.01% 722
2014
Q3
$1K Hold
60
﹤0.01% 760
2014
Q2
$1K Hold
60
﹤0.01% 698
2014
Q1
$1K Hold
60
﹤0.01% 786
2013
Q4
$1K Buy
+60
New +$1K ﹤0.01% 650