Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,156
Closed -$269K 746
2020
Q1
$269K Buy
7,156
+172
+2% +$6.47K 0.01% 675
2019
Q4
$734K Buy
6,984
+563
+9% +$59.2K 0.02% 605
2019
Q3
$567K Buy
6,421
+192
+3% +$17K 0.01% 635
2019
Q2
$590K Sell
6,229
-234
-4% -$22.2K 0.01% 625
2019
Q1
$788K Buy
6,463
+203
+3% +$24.8K 0.02% 550
2018
Q4
$582K Sell
6,260
-74
-1% -$6.88K 0.02% 580
2018
Q3
$915K Buy
6,334
+191
+3% +$27.6K 0.02% 507
2018
Q2
$920K Buy
6,143
+17
+0.3% +$2.55K 0.03% 479
2018
Q1
$928K Buy
6,126
+141
+2% +$21.4K 0.03% 453
2017
Q4
$822K Buy
+5,985
New +$822K 0.03% 501