Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,761
Closed -$220K 432
2020
Q2
$220K Buy
+1,761
New +$220K 0.16% 49
2019
Q4
Sell
-1,310
Closed -$155K 449
2019
Q3
$155K Buy
1,310
+263
+25% +$31.1K 0.1% 366
2019
Q2
$130K Sell
1,047
-1,635
-61% -$203K 0.11% 362
2019
Q1
$330K Buy
2,682
+1,170
+77% +$144K 0.29% 155
2018
Q4
$164K Hold
1,512
0.11% 331
2018
Q3
$185K Buy
1,512
+31
+2% +$3.79K 0.3% 134
2018
Q2
$187K Sell
1,481
-182
-11% -$23K 0.31% 3
2018
Q1
$190K Sell
1,663
-98
-6% -$11.2K 0.24% 107
2017
Q4
$220K Buy
+1,761
New +$220K 0.16% 49