Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,494
Closed -$127K 396
2020
Q2
$127K Buy
+1,494
New +$127K 0.09% 191
2019
Q4
$549K Buy
5,785
+710
+14% +$67.4K 0.29% 174
2019
Q3
$444K Buy
+5,075
New +$444K 0.29% 134
2019
Q1
Sell
-4,130
Closed -$254K 445
2018
Q4
$254K Buy
4,130
+2,028
+96% +$125K 0.18% 162
2018
Q3
$176K Buy
2,102
+199
+10% +$16.7K 0.28% 249
2018
Q2
$174K Sell
1,903
-361
-16% -$33K 0.29% 168
2018
Q1
$192K Buy
2,264
+770
+52% +$65.3K 0.25% 74
2017
Q4
$127K Buy
+1,494
New +$127K 0.09% 191