Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-455
Closed -$5K 387
2020
Q2
$5K Buy
+455
New +$5K ﹤0.01% 459
2019
Q4
Sell
-6,784
Closed -$111K 425
2019
Q3
$111K Sell
6,784
-14,087
-67% -$230K 0.07% 374
2019
Q2
$350K Buy
20,871
+7,847
+60% +$132K 0.29% 140
2019
Q1
$235K Sell
13,024
-3,122
-19% -$56.3K 0.2% 329
2018
Q4
$233K Buy
+16,146
New +$233K 0.16% 260
2018
Q1
Sell
-455
Closed -$5K 440
2017
Q4
$5K Buy
+455
New +$5K ﹤0.01% 459