Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-40,579
Closed -$206K 60
2020
Q1
$206K Buy
40,579
+380
+0.9% +$1.93K 0.12% 58
2019
Q4
$485K Sell
40,199
-439
-1% -$5.3K 0.23% 47
2019
Q3
$428K Sell
40,638
-1,455
-3% -$15.3K 0.22% 45
2019
Q2
$488K Buy
42,093
+12,941
+44% +$150K 0.28% 41
2019
Q1
$351K Sell
29,152
-1,456
-5% -$17.5K 0.2% 47
2018
Q4
$351K Buy
30,608
+1,184
+4% +$13.6K 0.21% 47
2018
Q3
$380K Buy
29,424
+549
+2% +$7.09K 0.22% 46
2018
Q2
$413K Sell
28,875
-693
-2% -$9.91K 0.26% 42
2018
Q1
$500K Buy
29,568
+1,010
+4% +$17.1K 0.33% 35
2017
Q4
$527K Buy
+28,558
New +$527K 0.41% 28