Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$406K Sell
4,145
-71
-2% -$6.95K 0.17% 79
2020
Q1
$349K Sell
4,216
-776
-16% -$64.2K 0.17% 84
2019
Q4
$506K Sell
4,992
-251
-5% -$25.4K 0.2% 75
2019
Q3
$492K Buy
5,243
+4
+0.1% +$375 0.21% 72
2019
Q2
$440K Buy
5,239
+1
+0% +$84 0.2% 79
2019
Q1
$441K Buy
5,238
+1
+0% +$84 0.2% 78
2018
Q4
$388K Sell
5,237
-165
-3% -$12.2K 0.2% 81
2018
Q3
$458K Buy
5,402
+36
+0.7% +$3.05K 0.21% 75
2018
Q2
$428K Hold
5,366
0.2% 73
2018
Q1
$356K Sell
5,366
-361
-6% -$24K 0.18% 84
2017
Q4
$358K Buy
+5,727
New +$358K 0.17% 93