Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$118K Sell
987
-300
-23% -$35.9K 0.05% 184
2020
Q1
$130K Hold
1,287
0.06% 162
2019
Q4
$163K Hold
1,287
0.07% 158
2019
Q3
$132K Sell
1,287
-272
-17% -$27.9K 0.06% 169
2019
Q2
$183K Hold
1,559
0.08% 144
2019
Q1
$257K Hold
1,559
0.12% 107
2018
Q4
$247K Sell
1,559
-52
-3% -$8.24K 0.13% 109
2018
Q3
$368K Hold
1,611
0.17% 93
2018
Q2
$391K Hold
1,611
0.19% 83
2018
Q1
$360K Sell
1,611
-61
-4% -$13.6K 0.18% 81
2017
Q4
$392K Buy
+1,672
New +$392K 0.18% 87