Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,122
Closed -$176K 137
2020
Q2
$176K Buy
10,122
+8
+0.1% +$139 0.09% 133
2020
Q1
$176K Sell
10,114
-1,434
-12% -$25K 0.1% 125
2019
Q4
$237K Sell
11,548
-313
-3% -$6.42K 0.06% 129
2019
Q3
$224K Buy
11,861
+8,807
+288% +$166K 0.12% 129
2019
Q2
$63K Buy
3,054
+1,211
+66% +$25K 0.02% 235
2019
Q1
$36K Hold
1,843
0.01% 262
2018
Q4
$38K Hold
1,843
0.02% 234
2018
Q3
$48K Sell
1,843
-400
-18% -$10.4K 0.03% 239
2018
Q2
$51K Buy
2,243
+43
+2% +$978 0.03% 237
2018
Q1
$48K Sell
2,200
-1,114
-34% -$24.3K 0.03% 241
2017
Q4
$70K Hold
3,314
0.04% 217
2017
Q3
$66K Sell
3,314
-450
-12% -$8.96K 0.04% 221
2017
Q2
$66K Hold
3,764
0.04% 228
2017
Q1
$65K Sell
3,764
-125
-3% -$2.16K 0.04% 215
2016
Q4
$59K Hold
3,889
0.04% 234
2016
Q3
$59K Sell
3,889
-300
-7% -$4.55K 0.04% 231
2016
Q2
$53K Buy
+4,189
New +$53K 0.04% 259