Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,025
Closed -$121K 214
2020
Q1
$121K Sell
10,025
-2,100
-17% -$25.3K 0.05% 180
2019
Q4
$177K Sell
12,125
-4,098
-25% -$59.8K 0.06% 199
2019
Q3
$253K Sell
16,223
-900
-5% -$14K 0.09% 172
2019
Q2
$269K Sell
17,123
-2,250
-12% -$35.3K 0.1% 173
2019
Q1
$316K Sell
19,373
-1,750
-8% -$28.5K 0.12% 152
2018
Q4
$342K Sell
21,123
-900
-4% -$14.6K 0.14% 140
2018
Q3
$349K Hold
22,023
0.12% 156
2018
Q2
$367K Hold
22,023
0.14% 149
2018
Q1
$371K Hold
22,023
0.15% 138
2017
Q4
$383K Sell
22,023
-2,500
-10% -$43.5K 0.16% 128
2017
Q3
$403K Buy
24,523
+2,098
+9% +$34.5K 0.17% 120
2017
Q2
$367K Buy
+22,425
New +$367K 0.16% 123