Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,855
Closed -$36K 377
2020
Q1
$36K Sell
3,855
-92
-2% -$859 0.01% 252
2019
Q4
$52K Sell
3,947
-430
-10% -$5.67K 0.01% 240
2019
Q3
$54K Buy
4,377
+234
+6% +$2.89K 0.02% 229
2019
Q2
$48K Buy
4,143
+47
+1% +$545 0.01% 233
2019
Q1
$49K Sell
4,096
-27
-0.7% -$323 0.02% 213
2018
Q4
$62K Sell
4,123
-353
-8% -$5.31K 0.03% 173
2018
Q3
$94K Sell
4,476
-845
-16% -$17.7K 0.03% 153
2018
Q2
$99K Sell
5,321
-189
-3% -$3.52K 0.03% 153
2018
Q1
$90K Buy
5,510
+803
+17% +$13.1K 0.03% 158
2017
Q4
$78K Sell
4,707
-1,459
-24% -$24.2K 0.03% 178
2017
Q3
$116K Sell
6,166
-538
-8% -$10.1K 0.05% 105
2017
Q2
$160K Buy
6,704
+180
+3% +$4.3K 0.07% 92
2017
Q1
$153K Sell
6,524
-86
-1% -$2.02K 0.07% 86
2016
Q4
$157K Buy
+6,610
New +$157K 0.09% 80