Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$296K Sell
1,615
-1,485
-48% -$272K 0.03% 183
2020
Q1
$462K Buy
3,100
+1,419
+84% +$211K 0.06% 154
2019
Q4
$548K Buy
1,681
+244
+17% +$79.5K 0.06% 160
2019
Q3
$547K Sell
1,437
-547
-28% -$208K 0.06% 154
2019
Q2
$722K Sell
1,984
-198
-9% -$72.1K 0.08% 147
2019
Q1
$832K Buy
2,182
+299
+16% +$114K 0.1% 141
2018
Q4
$607K Buy
1,883
+141
+8% +$45.5K 0.08% 157
2018
Q3
$648K Buy
1,742
+452
+35% +$168K 0.08% 169
2018
Q2
$433K Sell
1,290
-90
-7% -$30.2K 0.08% 179
2018
Q1
$452K Sell
1,380
-78
-5% -$25.5K 0.09% 169
2017
Q4
$434K Buy
1,458
+19
+1% +$5.66K 0.07% 178
2017
Q3
$366K Sell
1,439
-26
-2% -$6.61K 0.06% 178
2017
Q2
$290K Sell
1,465
-44
-3% -$8.71K 0.09% 142
2017
Q1
$267K Buy
1,509
+81
+6% +$14.3K 0.08% 152
2016
Q4
$222K Buy
+1,428
New +$222K 0.08% 147
2016
Q2
Sell
-1,621
Closed -$206K 143
2016
Q1
$206K Buy
1,621
+46
+3% +$5.85K 0.1% 144
2015
Q4
$228K Buy
+1,575
New +$228K 0.1% 144