Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-874
Closed -$80K 425
2020
Q2
$80K Buy
+874
New +$80K 0.06% 362
2018
Q2
Sell
-2,233
Closed -$193K 430
2018
Q1
$193K Buy
2,233
+1,359
+155% +$117K 0.25% 62
2017
Q4
$80K Buy
+874
New +$80K 0.06% 362