Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-18,607
Closed -$133K 371
2020
Q2
$133K Sell
18,607
-28,548
-61% -$204K 0.01% 325
2020
Q1
$236K Buy
47,155
+11,143
+31% +$55.8K 0.02% 409
2019
Q4
$530K Buy
36,012
+1,483
+4% +$21.8K 0.05% 353
2019
Q3
$535K Buy
34,529
+12,173
+54% +$189K 0.05% 334
2019
Q2
$362K Buy
22,356
+845
+4% +$13.7K 0.04% 369
2019
Q1
$451K Buy
21,511
+559
+3% +$11.7K 0.05% 348
2018
Q4
$424K Sell
20,952
-207
-1% -$4.19K 0.05% 313
2018
Q3
$484K Buy
+21,159
New +$484K 0.05% 330