Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,980
Closed -$226K 222
2019
Q4
$226K Buy
5,980
+26
+0.4% +$983 0.04% 215
2019
Q3
$226K Sell
5,954
-74
-1% -$2.81K 0.05% 209
2019
Q2
$247K Buy
6,028
+20
+0.3% +$820 0.05% 206
2019
Q1
$258K Sell
6,008
-65
-1% -$2.79K 0.05% 198
2018
Q4
$223K Buy
6,073
+967
+19% +$35.5K 0.05% 203
2018
Q3
$225K Sell
5,106
-748
-13% -$33K 0.05% 217
2018
Q2
$252K Sell
5,854
-57
-1% -$2.45K 0.05% 216
2018
Q1
$223K Buy
+5,911
New +$223K 0.05% 228
2014
Q4
Sell
-5,900
Closed -$212K 192
2014
Q3
$212K Buy
5,900
+17
+0.3% +$611 0.09% 169
2014
Q2
$254K Sell
5,883
-120
-2% -$5.18K 0.1% 154
2014
Q1
$236K Buy
6,003
+2
+0% +$79 0.1% 142
2013
Q4
$239K Buy
+6,001
New +$239K 0.11% 137