Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-12,748
Closed -$57K 1031
2020
Q2
$57K Sell
12,748
-1,249
-9% -$5.59K ﹤0.01% 994
2020
Q1
$72K Buy
13,997
+2,434
+21% +$12.5K ﹤0.01% 912
2019
Q4
$130K Sell
11,563
-9,481
-45% -$107K ﹤0.01% 958
2019
Q3
$222K Hold
21,044
﹤0.01% 865
2019
Q2
$282K Buy
21,044
+6,243
+42% +$83.7K ﹤0.01% 784
2019
Q1
$170K Buy
+14,801
New +$170K ﹤0.01% 856
2018
Q1
Sell
-14,229
Closed -$283K 843
2017
Q4
$283K Sell
14,229
-4,623
-25% -$91.9K ﹤0.01% 733
2017
Q3
$311K Buy
18,852
+1,011
+6% +$16.7K ﹤0.01% 692
2017
Q2
$335K Buy
17,841
+1,193
+7% +$22.4K ﹤0.01% 647
2017
Q1
$302K Buy
16,648
+5,135
+45% +$93.2K ﹤0.01% 673
2016
Q4
$211K Buy
+11,513
New +$211K ﹤0.01% 755