Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-19,520
Closed -$265K 174
2019
Q4
$265K Sell
19,520
-225
-1% -$3.06K 0.21% 128
2019
Q3
$234K Buy
19,745
+75
+0.4% +$889 0.19% 140
2019
Q2
$206K Buy
+19,670
New +$206K 0.17% 172
2019
Q1
Sell
-20,960
Closed -$202K 181
2018
Q4
$202K Buy
20,960
+1,435
+7% +$13.8K 0.2% 143
2018
Q3
$237K Sell
19,525
-9,720
-33% -$118K 0.19% 149
2018
Q2
$300K Sell
29,245
-195
-0.7% -$2K 0.19% 113
2018
Q1
$285K Buy
29,440
+3,595
+14% +$34.8K 0.16% 126
2017
Q4
$232K Buy
+25,845
New +$232K 0.13% 144