Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$209K Sell
4,942
-3
-0.1% -$127 0.06% 147
2020
Q1
$204K Buy
4,945
+301
+6% +$12.4K 0.07% 135
2019
Q4
$218K Sell
4,644
-477
-9% -$22.4K 0.06% 145
2019
Q3
$250K Buy
5,121
+232
+5% +$11.3K 0.07% 129
2019
Q2
$225K Buy
4,889
+203
+4% +$9.34K 0.07% 126
2019
Q1
$211K Buy
4,686
+214
+5% +$9.64K 0.07% 122
2018
Q4
$179K Sell
4,472
-144
-3% -$5.76K 0.06% 124
2018
Q3
$190K Sell
4,616
-342
-7% -$14.1K 0.06% 149
2018
Q2
$204K Buy
4,958
+1,472
+42% +$60.6K 0.07% 133
2018
Q1
$151K Buy
3,486
+991
+40% +$42.9K 0.05% 145
2017
Q4
$121K Buy
2,495
+246
+11% +$11.9K 0.04% 151
2017
Q3
$105K Buy
2,249
+309
+16% +$14.4K 0.04% 159
2017
Q2
$87K Buy
+1,940
New +$87K 0.04% 160