Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$420K Sell
1,441
-25
-2% -$7.29K 1.42% 29
2020
Q1
$341K Sell
1,466
-25
-2% -$5.82K 1.49% 31
2019
Q4
$383K Buy
1,491
+316
+27% +$81.2K 1.39% 31
2019
Q3
$260K Buy
+1,175
New +$260K 1.02% 39
2018
Q4
Sell
-1,375
Closed -$257K 39
2018
Q3
$257K Sell
1,375
-175
-11% -$32.7K 1.03% 35
2018
Q2
$270K Sell
1,550
-275
-15% -$47.9K 1.29% 31
2018
Q1
$286K Sell
1,825
-266
-13% -$41.7K 1.44% 30
2017
Q4
$308K Buy
+2,091
New +$308K 1.47% 29