Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$360K Sell
1,800
-10
-0.6% -$2K 0.08% 122
2020
Q2
$360K Buy
1,810
+10
+0.6% +$1.99K 0.09% 99
2020
Q1
$280K Hold
1,800
0.08% 111
2019
Q4
$347K Hold
1,800
0.1% 110
2019
Q3
$356K Sell
1,800
-17
-0.9% -$3.36K 0.11% 101
2019
Q2
$359K Buy
1,817
+17
+0.9% +$3.36K 0.11% 97
2019
Q1
$318K Sell
1,800
-21
-1% -$3.71K 0.11% 104
2018
Q4
$268K Buy
1,821
+21
+1% +$3.09K 0.1% 111
2018
Q3
$282K Hold
1,800
0.1% 113
2018
Q2
$253K Hold
1,800
0.09% 115
2018
Q1
$247K Hold
1,800
0.09% 110
2017
Q4
$242K Hold
1,800
0.09% 107
2017
Q3
$232K Hold
1,800
0.09% 113
2017
Q2
$239K Hold
1,800
0.08% 122
2017
Q1
$226K Hold
1,800
0.09% 107
2016
Q4
$211K Sell
1,800
-60
-3% -$7.03K 0.09% 101
2016
Q3
$226K Buy
+1,860
New +$226K 0.07% 107