Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$25K Buy
4,077
+1,000
+32% +$6.13K 0.01% 351
2020
Q1
$15K Sell
3,077
-1,219
-28% -$5.94K 0.01% 400
2019
Q4
$40K Sell
4,296
-2,507
-37% -$23.3K 0.02% 295
2019
Q3
$62K Sell
6,803
-513
-7% -$4.68K 0.03% 243
2019
Q2
$75K Buy
7,316
+15
+0.2% +$154 0.03% 225
2019
Q1
$64K Buy
7,301
+71
+1% +$622 0.03% 236
2018
Q4
$55K Sell
7,230
-767
-10% -$5.84K 0.03% 238
2018
Q3
$74K Sell
7,997
-1,548
-16% -$14.3K 0.03% 226
2018
Q2
$106K Buy
9,545
+1,571
+20% +$17.4K 0.05% 188
2018
Q1
$88K Sell
7,974
-3,574
-31% -$39.4K 0.04% 205
2017
Q4
$144K Buy
+11,548
New +$144K 0.07% 169