Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,842
Closed -$128K 416
2020
Q2
$128K Buy
+1,842
New +$128K 0.09% 162
2019
Q4
Sell
-3,703
Closed -$456K 439
2019
Q3
$456K Buy
3,703
+532
+17% +$65.5K 0.29% 47
2019
Q2
$352K Sell
3,171
-227
-7% -$25.2K 0.29% 113
2019
Q1
$327K Buy
3,398
+82
+2% +$7.89K 0.28% 187
2018
Q4
$269K Buy
3,316
+1,273
+62% +$103K 0.19% 18
2018
Q3
$182K Sell
2,043
-76
-4% -$6.77K 0.29% 185
2018
Q2
$171K Buy
2,119
+286
+16% +$23.1K 0.29% 230
2018
Q1
$129K Sell
1,833
-9
-0.5% -$633 0.17% 327
2017
Q4
$128K Buy
+1,842
New +$128K 0.09% 162