Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,200
Closed -$212K 69
2019
Q4
$212K Buy
+7,200
New +$212K 0.06% 65
2018
Q2
Sell
-11,118
Closed -$302K 72
2018
Q1
$302K Sell
11,118
-1,661
-13% -$45.1K 0.12% 59
2017
Q4
$376K Sell
12,779
-220
-2% -$6.47K 0.14% 56
2017
Q3
$383K Buy
12,999
+376
+3% +$11.1K 0.15% 56
2017
Q2
$362K Buy
12,623
+220
+2% +$6.31K 0.15% 58
2017
Q1
$393K Buy
12,403
+4,805
+63% +$152K 0.17% 59
2016
Q4
$247K Hold
7,598
0.11% 64
2016
Q3
$235K Hold
7,598
0.11% 64
2016
Q2
$247K Buy
7,598
+264
+4% +$8.58K 0.11% 62
2016
Q1
$216K Buy
+7,334
New +$216K 0.1% 66