Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,768
Closed -$218K 646
2020
Q1
$218K Buy
4,768
+488
+11% +$22.3K 0.01% 425
2019
Q4
$317K Buy
4,280
+998
+30% +$73.9K 0.01% 347
2019
Q3
$201K Buy
3,282
+92
+3% +$5.63K 0.01% 417
2019
Q2
$204K Buy
3,190
+253
+9% +$16.2K 0.01% 380
2019
Q1
$170K Buy
2,937
+274
+10% +$15.9K 0.01% 345
2018
Q4
$129K Buy
2,663
+363
+16% +$17.6K 0.01% 384
2018
Q3
$141K Buy
2,300
+242
+12% +$14.8K 0.01% 304
2018
Q2
$1.6K Buy
2,058
+342
+20% +$265 0.12% 98
2018
Q1
$81K Buy
1,716
+214
+14% +$10.1K ﹤0.01% 365
2017
Q4
$80K Buy
1,502
+214
+17% +$11.4K 0.01% 290
2017
Q3
$57K Buy
1,288
+119
+10% +$5.27K ﹤0.01% 307
2017
Q2
$47K Buy
+1,169
New +$47K ﹤0.01% 452
2016
Q1
$30K Buy
+727
New +$30K 0.02% 342