Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-11,210
Closed -$524K 726
2019
Q4
$524K Buy
11,210
+47
+0.4% +$2.2K 0.01% 498
2019
Q3
$541K Sell
11,163
-3,609
-24% -$175K 0.02% 500
2019
Q2
$663K Hold
14,772
0.02% 471
2019
Q1
$672K Hold
14,772
0.02% 459
2018
Q4
$585K Hold
14,772
0.02% 474
2018
Q3
$597K Hold
14,772
0.02% 463
2018
Q2
$555K Hold
14,772
0.01% 561
2018
Q1
$526K Sell
14,772
-61
-0.4% -$2.17K 0.02% 506
2017
Q4
$571K Buy
14,833
+61
+0.4% +$2.35K 0.02% 493
2017
Q3
$562K Hold
14,772
0.02% 425
2017
Q2
$576K Hold
14,772
0.02% 464
2017
Q1
$536K Hold
14,772
0.02% 460
2016
Q4
$539K Buy
+14,772
New +$539K 0.02% 439