Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-676
Closed -$118K 380
2020
Q2
$118K Buy
+676
New +$118K 0.08% 323
2019
Q4
Sell
-1,576
Closed -$435K 424
2019
Q3
$435K Buy
+1,576
New +$435K 0.28% 206
2019
Q2
Sell
-1,272
Closed -$339K 419
2019
Q1
$339K Buy
+1,272
New +$339K 0.29% 66
2018
Q4
Sell
-712
Closed -$192K 443
2018
Q3
$192K Hold
712
0.31% 25
2018
Q2
$174K Buy
712
+255
+56% +$62.3K 0.29% 167
2018
Q1
$99K Sell
457
-219
-32% -$47.4K 0.13% 364
2017
Q4
$118K Buy
+676
New +$118K 0.08% 323