Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,161
Closed -$33K 4072
2020
Q2
$33K Buy
4,161
+1,593
+62% +$12.6K ﹤0.01% 3496
2020
Q1
$14K Sell
2,568
-5,019
-66% -$27.4K ﹤0.01% 3445
2019
Q4
$63K Buy
7,587
+3,849
+103% +$32K ﹤0.01% 3549
2019
Q3
$32K Sell
3,738
-1,151
-24% -$9.85K ﹤0.01% 3786
2019
Q2
$46K Buy
4,889
+3,040
+164% +$28.6K ﹤0.01% 3857
2019
Q1
$13K Buy
+1,849
New +$13K ﹤0.01% 3979
2018
Q4
Sell
-2,162
Closed -$16K 4584
2018
Q3
$16K Buy
2,162
+1,753
+429% +$13K ﹤0.01% 3957
2018
Q2
$2K Sell
409
-750
-65% -$3.67K ﹤0.01% 4110
2018
Q1
$6K Buy
1,159
+278
+32% +$1.44K ﹤0.01% 4011
2017
Q4
$5K Buy
881
+751
+578% +$4.26K ﹤0.01% 3905
2017
Q3
$1K Sell
130
-374
-74% -$2.88K ﹤0.01% 3977
2017
Q2
$2K Buy
504
+473
+1,526% +$1.88K ﹤0.01% 3725
2017
Q1
$0 Buy
+31
New ﹤0.01% 4227
2016
Q4
Sell
-38
Closed 4081
2016
Q3
$0 Buy
+38
New ﹤0.01% 4135