Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,905
Closed -$223K 143
2019
Q4
$223K Sell
5,905
-129
-2% -$4.87K 0.18% 159
2019
Q3
$229K Sell
6,034
-77
-1% -$2.92K 0.19% 144
2019
Q2
$251K Sell
6,111
-486
-7% -$20K 0.2% 128
2019
Q1
$284K Sell
6,597
-127
-2% -$5.47K 0.25% 113
2018
Q4
$247K Buy
6,724
+556
+9% +$20.4K 0.24% 120
2018
Q3
$271K Sell
6,168
-3,034
-33% -$133K 0.22% 123
2018
Q2
$395K Sell
9,202
-182
-2% -$7.81K 0.24% 83
2018
Q1
$353K Buy
9,384
+2,984
+47% +$112K 0.2% 90
2017
Q4
$246K Sell
6,400
-96
-1% -$3.69K 0.14% 133
2017
Q3
$225K Sell
6,496
-112
-2% -$3.88K 0.13% 152
2017
Q2
$203K Sell
6,608
-110
-2% -$3.38K 0.11% 198
2017
Q1
$202K Sell
6,718
-120
-2% -$3.61K 0.11% 189
2016
Q4
$219K Buy
+6,838
New +$219K 0.13% 150