Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,649
Closed -$213K 150
2019
Q4
$213K Buy
5,649
+32
+0.6% +$1.21K 0.2% 133
2019
Q3
$214K Sell
5,617
-136
-2% -$5.18K 0.18% 127
2019
Q2
$238K Sell
5,753
-980
-15% -$40.5K 0.21% 110
2019
Q1
$289K Sell
6,733
-59
-0.9% -$2.53K 0.26% 98
2018
Q4
$248K Sell
6,792
-181
-3% -$6.61K 0.25% 94
2018
Q3
$306K Sell
6,973
-109
-2% -$4.78K 0.27% 90
2018
Q2
$304K Sell
7,082
-393
-5% -$16.9K 0.28% 82
2018
Q1
$280K Buy
+7,475
New +$280K 0.36% 86