Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,682
Closed -$225K 170
2019
Q4
$225K Buy
+1,682
New +$225K 0.18% 155
2019
Q3
Sell
-1,541
Closed -$211K 195
2019
Q2
$211K Buy
+1,541
New +$211K 0.17% 163
2018
Q3
Sell
-2,807
Closed -$325K 204
2018
Q2
$325K Sell
2,807
-12
-0.4% -$1.39K 0.2% 101
2018
Q1
$296K Buy
2,819
+278
+11% +$29.2K 0.16% 120
2017
Q4
$286K Hold
2,541
0.17% 103
2017
Q3
$279K Hold
2,541
0.16% 107
2017
Q2
$266K Hold
2,541
0.14% 128
2017
Q1
$249K Hold
2,541
0.14% 133
2016
Q4
$220K Buy
+2,541
New +$220K 0.13% 148