Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,798
Closed -$392K 596
2020
Q1
$392K Sell
4,798
-1,144
-19% -$93.5K 0.16% 135
2019
Q4
$593K Sell
5,942
-615
-9% -$61.4K 0.21% 153
2019
Q3
$575K Buy
6,557
+609
+10% +$53.4K 0.22% 132
2019
Q2
$493K Buy
5,948
+6
+0.1% +$497 0.21% 181
2019
Q1
$456K Buy
5,942
+1,913
+47% +$147K 0.21% 170
2018
Q4
$258K Buy
4,029
+245
+6% +$15.7K 0.17% 183
2018
Q3
$286K Buy
3,784
+232
+7% +$17.5K 0.18% 183
2018
Q2
$275K Sell
3,552
-22
-0.6% -$1.7K 0.2% 158
2018
Q1
$237K Buy
3,574
+1,313
+58% +$87.1K 0.24% 154
2017
Q4
$186K Buy
+2,261
New +$186K 0.16% 96