Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-62,616
Closed -$395K 733
2020
Q1
$395K Buy
62,616
+1,518
+2% +$9.58K 0.01% 624
2019
Q4
$581K Sell
61,098
-15,240
-20% -$145K 0.01% 644
2019
Q3
$602K Buy
76,338
+2,099
+3% +$16.6K 0.01% 620
2019
Q2
$535K Sell
74,239
-3,921
-5% -$28.3K 0.01% 645
2019
Q1
$589K Buy
78,160
+1,316
+2% +$9.92K 0.02% 614
2018
Q4
$441K Buy
76,844
+12,783
+20% +$73.4K 0.01% 636
2018
Q3
$633K Buy
64,061
+1,705
+3% +$16.8K 0.02% 596
2018
Q2
$663K Buy
62,356
+4,367
+8% +$46.4K 0.02% 575
2018
Q1
$714K Buy
57,989
+1,106
+2% +$13.6K 0.02% 543
2017
Q4
$770K Buy
+56,883
New +$770K 0.02% 522