Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-956
Closed -$225K 123
2020
Q2
$225K Sell
956
-145
-13% -$34.1K 0.09% 112
2020
Q1
$223K Hold
1,101
0.1% 104
2019
Q4
$265K Sell
1,101
-173
-14% -$41.6K 0.1% 105
2019
Q3
$247K Buy
+1,274
New +$247K 0.09% 107
2019
Q1
Sell
-1,843
Closed -$217K 142
2018
Q4
$217K Sell
1,843
-43
-2% -$5.06K 0.12% 110
2018
Q3
$240K Buy
1,886
+357
+23% +$45.4K 0.13% 105
2018
Q2
$282K Sell
1,529
-449
-23% -$82.8K 0.12% 104
2018
Q1
$333K Buy
+1,978
New +$333K 0.15% 97