Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$166K Buy
1,690
+182
+12% +$17.9K 0.07% 153
2020
Q1
$115K Hold
1,508
0.06% 176
2019
Q4
$134K Hold
1,508
0.05% 177
2019
Q3
$114K Sell
1,508
-163
-10% -$12.3K 0.05% 184
2019
Q2
$122K Sell
1,671
-57
-3% -$4.16K 0.05% 181
2019
Q1
$139K Buy
1,728
+59
+4% +$4.75K 0.06% 165
2018
Q4
$154K Buy
1,669
+278
+20% +$25.7K 0.08% 149
2018
Q3
$132K Buy
1,391
+1
+0.1% +$95 0.06% 174
2018
Q2
$129K Buy
1,390
+1
+0.1% +$93 0.06% 174
2018
Q1
$132K Buy
1,389
+86
+7% +$8.17K 0.07% 163
2017
Q4
$126K Buy
+1,303
New +$126K 0.06% 185