Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$213K Hold
2,887
0.35% 64
2020
Q1
$212K Sell
2,887
-281
-9% -$20.6K 0.43% 62
2019
Q4
$275K Sell
3,168
-60
-2% -$5.21K 0.44% 61
2019
Q3
$259K Sell
3,228
-105
-3% -$8.43K 0.44% 62
2019
Q2
$267K Sell
3,333
-228
-6% -$18.3K 0.44% 63
2019
Q1
$283K Sell
3,561
-243
-6% -$19.3K 0.48% 60
2018
Q4
$277K Sell
3,804
-176
-4% -$12.8K 0.56% 57
2018
Q3
$269K Hold
3,980
0.47% 59
2018
Q2
$231K Sell
3,980
-158
-4% -$9.17K 0.69% 41
2018
Q1
$215K Sell
4,138
-157
-4% -$8.16K 0.64% 43
2017
Q4
$231K Sell
4,295
-2,620
-38% -$141K 0.64% 43
2017
Q3
$422K Hold
6,915
0.78% 37
2017
Q2
$423K Hold
6,915
0.86% 37
2017
Q1
$419K Sell
6,915
-209
-3% -$12.7K 0.97% 35
2016
Q4
$400K Hold
7,124
1.02% 36
2016
Q3
$424K Buy
+7,124
New +$424K 1.09% 36