Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,786
Closed -$232K 119
2020
Q2
$232K Buy
+1,786
New +$232K 0.1% 108
2020
Q1
Sell
-1,888
Closed -$278K 122
2019
Q4
$278K Buy
+1,888
New +$278K 0.13% 113
2019
Q2
Sell
-1,196
Closed -$207K 128
2019
Q1
$207K Sell
1,196
-239
-17% -$41.4K 0.11% 125
2018
Q4
$228K Buy
1,435
+119
+9% +$18.9K 0.14% 117
2018
Q3
$232K Hold
1,316
0.11% 119
2018
Q2
$216K Hold
1,316
0.12% 119
2018
Q1
$241K Hold
1,316
0.14% 115
2017
Q4
$259K Hold
1,316
0.15% 116
2017
Q3
$230K Hold
1,316
0.14% 120
2017
Q2
$229K Hold
1,316
0.15% 121
2017
Q1
$210K Buy
+1,316
New +$210K 0.13% 128