Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$127K Buy
1,392
+6
+0.4% +$547 0.05% 179
2020
Q1
$109K Sell
1,386
-44
-3% -$3.46K 0.05% 178
2019
Q4
$124K Hold
1,430
0.05% 180
2019
Q3
$120K Sell
1,430
-100
-7% -$8.39K 0.05% 180
2019
Q2
$129K Sell
1,530
-406
-21% -$34.2K 0.06% 172
2019
Q1
$155K Sell
1,936
-69
-3% -$5.52K 0.07% 153
2018
Q4
$145K Buy
2,005
+286
+17% +$20.7K 0.07% 153
2018
Q3
$126K Buy
1,719
+69
+4% +$5.06K 0.06% 178
2018
Q2
$101K Hold
1,650
0.05% 190
2018
Q1
$99K Buy
1,650
+78
+5% +$4.68K 0.05% 190
2017
Q4
$90K Buy
+1,572
New +$90K 0.04% 222