Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$332K Sell
5,529
-564
-9% -$33.9K 0.16% 82
2020
Q1
$329K Buy
6,093
+836
+16% +$45.1K 0.12% 95
2019
Q4
$316K Hold
5,257
0.09% 105
2019
Q3
$271K Hold
5,257
0.07% 122
2019
Q2
$253K Buy
5,257
+11
+0.2% +$529 0.06% 133
2019
Q1
$283K Sell
5,246
-1,000
-16% -$53.9K 0.07% 125
2018
Q4
$293K Sell
6,246
-142
-2% -$6.66K 0.07% 122
2018
Q3
$301K Buy
6,388
+173
+3% +$8.15K 0.06% 122
2018
Q2
$309K Buy
6,215
+54
+0.9% +$2.69K 0.07% 113
2018
Q1
$321K Buy
+6,161
New +$321K 0.09% 97