Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,541
Closed -$24K 614
2020
Q1
$24K Sell
11,541
-9,362
-45% -$19.5K ﹤0.01% 506
2019
Q4
$110K Buy
20,903
+5,366
+35% +$28.2K 0.01% 607
2019
Q3
$87K Buy
15,537
+4,522
+41% +$25.3K 0.01% 621
2019
Q2
$79K Buy
11,015
+520
+5% +$3.73K ﹤0.01% 796
2019
Q1
$120K Sell
10,495
-1,710
-14% -$19.6K ﹤0.01% 765
2018
Q4
$120K Buy
12,205
+598
+5% +$5.88K 0.01% 538
2018
Q3
$180K Buy
+11,607
New +$180K 0.01% 845
2018
Q2
Sell
-17,946
Closed -$324K 1047
2018
Q1
$324K Buy
17,946
+6,089
+51% +$110K 0.01% 939
2017
Q4
$303K Buy
11,857
+2,313
+24% +$59.1K 0.01% 1032
2017
Q3
$237K Buy
+9,544
New +$237K 0.01% 1143
2015
Q2
Sell
-34,100
Closed -$437K 1021
2015
Q1
$437K Sell
34,100
-1,624
-5% -$20.8K 0.01% 1020
2014
Q4
$466K Buy
+35,724
New +$466K 0.03% 573