Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$63K Sell
3,274
-846
-21% -$16.3K 0.29% 183
2020
Q2
$127K Buy
+4,120
New +$127K 0.09% 192
2019
Q2
Sell
-15,049
Closed -$321K 428
2019
Q1
$321K Buy
15,049
+2,807
+23% +$59.9K 0.28% 245
2018
Q4
$256K Buy
+12,242
New +$256K 0.18% 139
2018
Q3
Sell
-5,757
Closed -$154K 421
2018
Q2
$154K Sell
5,757
-2,324
-29% -$62.2K 0.26% 317
2018
Q1
$231K Buy
8,081
+3,961
+96% +$113K 0.3% 11
2017
Q4
$127K Buy
+4,120
New +$127K 0.09% 192