Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,083
Closed -$123K 383
2020
Q2
$123K Buy
+2,083
New +$123K 0.09% 281
2019
Q4
$16K Sell
203
-5,475
-96% -$432K 0.01% 411
2019
Q3
$455K Buy
+5,678
New +$455K 0.29% 52
2018
Q3
Sell
-2,915
Closed -$177K 415
2018
Q2
$177K Sell
2,915
-591
-17% -$35.9K 0.3% 106
2018
Q1
$199K Buy
3,506
+1,423
+68% +$80.8K 0.26% 19
2017
Q4
$123K Buy
+2,083
New +$123K 0.09% 281