Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$924K Buy
4,883
+1,423
+41% +$269K 0.11% 130
2020
Q1
$497K Sell
3,460
-57
-2% -$8.19K 0.07% 149
2019
Q4
$546K Sell
3,517
-166
-5% -$25.8K 0.06% 161
2019
Q3
$530K Sell
3,683
-517
-12% -$74.4K 0.06% 157
2019
Q2
$575K Sell
4,200
-977
-19% -$134K 0.06% 159
2019
Q1
$634K Sell
5,177
-311
-6% -$38.1K 0.07% 159
2018
Q4
$594K Sell
5,488
-741
-12% -$80.2K 0.08% 159
2018
Q3
$713K Buy
6,229
+2,929
+89% +$335K 0.09% 165
2018
Q2
$342K Hold
3,300
0.06% 185
2018
Q1
$310K Buy
+3,300
New +$310K 0.06% 183
2017
Q4
Sell
-3,300
Closed -$270K 243
2017
Q3
$270K Buy
+3,300
New +$270K 0.04% 194