Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,443
Closed -$279K 199
2020
Q1
$279K Buy
+2,443
New +$279K 0.14% 141
2018
Q4
Sell
-1,371
Closed -$241K 211
2018
Q3
$241K Buy
1,371
+23
+2% +$4.04K 0.1% 162
2018
Q2
$220K Sell
1,348
-264
-16% -$43.1K 0.09% 217
2018
Q1
$296K Buy
1,612
+24
+2% +$4.41K 0.13% 182
2017
Q4
$313K Buy
1,588
+199
+14% +$39.2K 0.13% 179
2017
Q3
$244K Sell
1,389
-29
-2% -$5.09K 0.11% 217
2017
Q2
$247K Sell
1,418
-30
-2% -$5.23K 0.12% 195
2017
Q1
$232K Hold
1,448
0.11% 199
2016
Q4
$216K Buy
1,448
+491
+51% +$73.2K 0.15% 166
2016
Q3
$141K Buy
+957
New +$141K 0.09% 216