Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,489
Closed -$298K 135
2019
Q4
$298K Sell
3,489
-11
-0.3% -$940 0.06% 80
2019
Q3
$278K Buy
3,500
+40
+1% +$3.18K 0.06% 79
2019
Q2
$232K Sell
3,460
-258
-7% -$17.3K 0.05% 105
2019
Q1
$248K Sell
3,718
-123
-3% -$8.2K 0.06% 86
2018
Q4
$241K Sell
3,841
-1,864
-33% -$117K 0.05% 92
2018
Q3
$418K Sell
5,705
-1,039
-15% -$76.1K 0.08% 66
2018
Q2
$461K Sell
6,744
-5,254
-44% -$359K 0.1% 59
2018
Q1
$719K Sell
11,998
-1,460
-11% -$87.5K 0.15% 43
2017
Q4
$817K Buy
+13,458
New +$817K 0.17% 51