Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,105
Closed -$15K 224
2020
Q1
$15K Buy
3,105
+64
+2% +$309 0.01% 238
2019
Q4
$28K Buy
3,041
+50
+2% +$460 0.02% 231
2019
Q3
$27K Buy
2,991
+48
+2% +$433 0.01% 234
2019
Q2
$30K Buy
2,943
+44
+2% +$449 0.01% 265
2019
Q1
$25K Buy
2,899
+48
+2% +$414 0.01% 259
2018
Q4
$22K Buy
2,851
+45
+2% +$347 0.01% 254
2018
Q3
$26K Sell
2,806
-22,617
-89% -$210K 0.01% 236
2018
Q2
$281K Buy
25,423
+320
+1% +$3.54K 0.16% 61
2018
Q1
$278K Buy
25,103
+363
+1% +$4.02K 0.15% 56
2017
Q4
$309K Buy
24,740
+286
+1% +$3.57K 0.19% 51
2017
Q3
$293K Buy
24,454
+321
+1% +$3.85K 0.2% 45
2017
Q2
$270K Buy
24,133
+317
+1% +$3.55K 0.21% 54
2017
Q1
$277K Buy
+23,816
New +$277K 0.25% 48