Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-35,960
Closed -$186K 729
2020
Q1
$186K Buy
35,960
+1,115
+3% +$5.77K ﹤0.01% 698
2019
Q4
$392K Sell
34,845
-1,629
-4% -$18.3K 0.01% 693
2019
Q3
$383K Buy
36,474
+1,372
+4% +$14.4K 0.01% 685
2019
Q2
$470K Sell
35,102
-17,486
-33% -$234K 0.01% 674
2019
Q1
$605K Buy
52,588
+1,876
+4% +$21.6K 0.02% 606
2018
Q4
$333K Buy
50,712
+6,049
+14% +$39.7K 0.01% 669
2018
Q3
$561K Buy
44,663
+1,193
+3% +$15K 0.02% 621
2018
Q2
$613K Buy
43,470
+4,200
+11% +$59.2K 0.02% 597
2018
Q1
$719K Buy
39,270
+939
+2% +$17.2K 0.02% 540
2017
Q4
$763K Buy
+38,331
New +$763K 0.02% 525