Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-623
Closed -$127K 420
2020
Q2
$127K Buy
+623
New +$127K 0.09% 194
2019
Q4
$576K Buy
+2,816
New +$576K 0.3% 12
2019
Q3
Sell
-2,022
Closed -$319K 438
2019
Q2
$319K Buy
2,022
+79
+4% +$12.5K 0.26% 302
2019
Q1
$312K Buy
+1,943
New +$312K 0.27% 277
2018
Q2
Sell
-1,139
Closed -$191K 426
2018
Q1
$191K Buy
1,139
+516
+83% +$86.5K 0.24% 90
2017
Q4
$127K Buy
+623
New +$127K 0.09% 194