Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,495
Closed -$58K 302
2019
Q4
$58K Sell
1,495
-720
-33% -$27.9K 0.01% 267
2019
Q3
$85K Sell
2,215
-810
-27% -$31.1K 0.02% 274
2019
Q2
$126K Sell
3,025
-36
-1% -$1.5K 0.03% 237
2019
Q1
$123K Sell
3,061
-284
-8% -$11.4K 0.03% 248
2018
Q4
$133K Sell
3,345
-40
-1% -$1.59K 0.03% 224
2018
Q3
$142K Sell
3,385
-38
-1% -$1.59K 0.03% 225
2018
Q2
$152K Sell
3,423
-34
-1% -$1.51K 0.03% 219
2018
Q1
$154K Sell
3,457
-357
-9% -$15.9K 0.03% 215
2017
Q4
$180K Hold
3,814
0.04% 192
2017
Q3
$172K Hold
3,814
0.04% 200
2017
Q2
$162K Sell
3,814
-44
-1% -$1.87K 0.03% 201
2017
Q1
$142K Hold
3,858
0.03% 220
2016
Q4
$140K Buy
3,858
+1,091
+39% +$39.6K 0.03% 224
2016
Q3
$94K Sell
2,767
-39
-1% -$1.33K 0.02% 283
2016
Q2
$78K Buy
2,806
+1,459
+108% +$40.6K 0.02% 289
2016
Q1
$37K Sell
1,347
-106
-7% -$2.91K 0.01% 388
2015
Q4
$51K Hold
1,453
0.01% 365
2015
Q3
$49K Buy
+1,453
New +$49K 0.01% 366