Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,850
Closed -$246K 634
2019
Q4
$246K Sell
6,850
-1,980
-22% -$71.1K 0.02% 505
2019
Q3
$248K Buy
8,830
+830
+10% +$23.3K 0.03% 501
2019
Q2
$244K Sell
8,000
-2,185
-21% -$66.6K 0.03% 469
2019
Q1
$310K Sell
10,185
-50
-0.5% -$1.52K 0.04% 383
2018
Q4
$207K Sell
10,235
-6,690
-40% -$135K 0.03% 447
2018
Q3
$444K Sell
16,925
-2,360
-12% -$61.9K 0.05% 336
2018
Q2
$752K Sell
19,285
-575
-3% -$22.4K 0.1% 226
2018
Q1
$804K Sell
19,860
-205
-1% -$8.3K 0.11% 222
2017
Q4
$829K Buy
+20,065
New +$829K 0.11% 215