Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-366
Closed -$28K 66
2020
Q1
$28K Buy
366
+1
+0.3% +$77 0.05% 106
2019
Q4
$31K Buy
365
+62
+20% +$5.27K 0.02% 148
2019
Q3
$25K Buy
303
+1
+0.3% +$83 0.01% 132
2019
Q2
$25K Buy
302
+2
+0.7% +$166 0.02% 147
2019
Q1
$24K Buy
300
+1
+0.3% +$80 0.01% 140
2018
Q4
$22K Buy
299
+1
+0.3% +$74 0.02% 125
2018
Q3
$22K Buy
298
+110
+59% +$8.12K 0.02% 148
2018
Q2
$11K Buy
188
+1
+0.5% +$59 0.01% 167
2018
Q1
$11K Buy
187
+1
+0.5% +$59 0.01% 159
2017
Q4
$11K Buy
+186
New +$11K 0.01% 164