Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$470K Sell
7,848
-35
-0.4% -$2.1K 0.2% 74
2020
Q1
$427K Buy
7,883
+215
+3% +$11.6K 0.21% 76
2019
Q4
$459K Buy
7,668
+311
+4% +$18.6K 0.19% 80
2019
Q3
$379K Hold
7,357
0.16% 88
2019
Q2
$352K Buy
7,357
+103
+1% +$4.93K 0.16% 92
2019
Q1
$390K Buy
7,254
+93
+1% +$5K 0.18% 82
2018
Q4
$336K Buy
7,161
+2,867
+67% +$135K 0.17% 90
2018
Q3
$203K Sell
4,294
-1,000
-19% -$47.3K 0.09% 129
2018
Q2
$263K Buy
5,294
+1,378
+35% +$68.5K 0.13% 108
2018
Q1
$204K Sell
3,916
-462
-11% -$24.1K 0.1% 127
2017
Q4
$202K Buy
+4,378
New +$202K 0.09% 134