Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,567
Closed -$201K 2404
2020
Q2
$201K Sell
5,567
-1,119
-17% -$40.4K ﹤0.01% 2167
2020
Q1
$215K Sell
6,686
-873
-12% -$28.1K ﹤0.01% 2056
2019
Q4
$249K Sell
7,559
-949
-11% -$31.3K ﹤0.01% 2226
2019
Q3
$261K Sell
8,508
-398
-4% -$12.2K ﹤0.01% 697
2019
Q2
$298K Sell
8,906
-555
-6% -$18.6K 0.01% 685
2019
Q1
$291K Sell
9,461
-453
-5% -$13.9K 0.01% 675
2018
Q4
$232K Sell
9,914
-2,992
-23% -$70K ﹤0.01% 701
2018
Q3
$325K Sell
12,906
-746
-5% -$18.8K 0.01% 666
2018
Q2
$303K Sell
13,652
-475
-3% -$10.5K 0.01% 675
2018
Q1
$367K Buy
14,127
+27
+0.2% +$701 0.01% 628
2017
Q4
$345K Sell
14,100
-548
-4% -$13.4K 0.01% 654
2017
Q3
$337K Sell
14,648
-439
-3% -$10.1K 0.01% 653
2017
Q2
$371K Sell
15,087
-420
-3% -$10.3K 0.01% 621
2017
Q1
$365K Sell
15,507
-1,598
-9% -$37.6K 0.01% 630
2016
Q4
$377K Sell
17,105
-210
-1% -$4.63K 0.01% 644
2016
Q3
$333K Buy
17,315
+390
+2% +$7.5K 0.01% 667
2016
Q2
$310K Buy
+16,925
New +$310K 0.01% 678