Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-29,722
Closed -$161K 594
2020
Q1
$161K Sell
29,722
-2,133
-7% -$11.6K 0.01% 597
2019
Q4
$358K Sell
31,855
-3,927
-11% -$44.1K 0.01% 601
2019
Q3
$376K Buy
35,782
+8,202
+30% +$86.2K 0.01% 594
2019
Q2
$370K Sell
27,580
-1,746
-6% -$23.4K 0.02% 566
2019
Q1
$337K Hold
29,326
0.02% 557
2018
Q4
$192K Buy
29,326
+1,311
+5% +$8.58K 0.02% 586
2018
Q3
$352K Buy
28,015
+4,024
+17% +$50.6K 0.03% 538
2018
Q2
$338K Buy
23,991
+7,302
+44% +$103K 0.03% 512
2018
Q1
$305K Buy
16,689
+83
+0.5% +$1.52K 0.04% 445
2017
Q4
$330K Sell
16,606
-345
-2% -$6.86K 0.05% 428
2017
Q3
$280K Buy
16,951
+1,798
+12% +$29.7K 0.05% 437
2017
Q2
$284K Buy
15,153
+3,728
+33% +$69.9K 0.05% 425
2017
Q1
$207K Buy
+11,425
New +$207K 0.05% 425