Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,184
Closed -$42K 860
2020
Q2
$42K Buy
+1,184
New +$42K ﹤0.01% 651
2018
Q4
Sell
-3,441
Closed -$239K 750
2018
Q3
$239K Sell
3,441
-3,345
-49% -$232K ﹤0.01% 615
2018
Q2
$575K Buy
6,786
+3,711
+121% +$314K ﹤0.01% 572
2018
Q1
$321K Sell
3,075
-21
-0.7% -$2.19K ﹤0.01% 585
2017
Q4
$311K Buy
3,096
+21
+0.7% +$2.11K ﹤0.01% 569
2017
Q3
$353K Hold
3,075
﹤0.01% 529
2017
Q2
$261K Hold
3,075
﹤0.01% 552
2017
Q1
$222K Buy
+3,075
New +$222K ﹤0.01% 508
2016
Q4
Sell
-3,075
Closed -$227K 589
2016
Q3
$227K Buy
+3,075
New +$227K ﹤0.01% 495