Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,342
Closed -$202K 170
2019
Q4
$202K Hold
5,342
0.06% 179
2019
Q3
$203K Sell
5,342
-90
-2% -$3.42K 0.07% 173
2019
Q2
$223K Hold
5,432
0.07% 172
2019
Q1
$234K Sell
5,432
-80
-1% -$3.45K 0.08% 164
2018
Q4
$203K Sell
5,512
-83
-1% -$3.06K 0.07% 165
2018
Q3
$246K Sell
5,595
-81
-1% -$3.56K 0.08% 163
2018
Q2
$244K Sell
5,676
-73
-1% -$3.14K 0.09% 161
2018
Q1
$217K Sell
5,749
-87
-1% -$3.28K 0.07% 165
2017
Q4
$225K Buy
+5,836
New +$225K 0.07% 166
2017
Q1
Sell
-6,626
Closed -$212K 176
2016
Q4
$212K Buy
+6,626
New +$212K 0.07% 178