Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,329
Closed -$245K 844
2019
Q4
$245K Buy
+2,329
New +$245K 0.01% 724
2018
Q4
Sell
-5,869
Closed -$847K 802
2018
Q3
$847K Sell
5,869
-155
-3% -$22.4K 0.02% 408
2018
Q2
$902K Sell
6,024
-425
-7% -$63.6K 0.03% 387
2018
Q1
$977K Sell
6,449
-493
-7% -$74.7K 0.03% 359
2017
Q4
$953K Buy
6,942
+132
+2% +$18.1K 0.03% 354
2017
Q3
$858K Buy
6,810
+3,698
+119% +$466K 0.03% 349
2017
Q2
$356K Buy
3,112
+214
+7% +$24.5K 0.01% 529
2017
Q1
$300K Sell
2,898
-143
-5% -$14.8K 0.01% 526
2016
Q4
$274K Buy
3,041
+922
+44% +$83.1K 0.01% 492
2016
Q3
$234K Buy
+2,119
New +$234K 0.01% 487