Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$64K Buy
+301
New +$64K 0.3% 117
2019
Q3
Sell
-2,129
Closed -$365K 441
2019
Q2
$365K Sell
2,129
-2
-0.1% -$343 0.3% 21
2019
Q1
$336K Buy
2,131
+131
+7% +$20.7K 0.29% 97
2018
Q4
$267K Buy
+2,000
New +$267K 0.18% 33