Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,119
Closed -$129K 435
2020
Q2
$129K Buy
+3,119
New +$129K 0.09% 139
2019
Q4
$560K Buy
21,512
+4,619
+27% +$120K 0.3% 93
2019
Q3
$444K Buy
+16,893
New +$444K 0.29% 136
2019
Q2
Sell
-10,798
Closed -$321K 453
2019
Q1
$321K Buy
10,798
+2,198
+26% +$65.3K 0.28% 246
2018
Q4
$213K Buy
8,600
+1,972
+30% +$48.8K 0.15% 288
2018
Q3
$181K Sell
6,628
-869
-12% -$23.7K 0.29% 200
2018
Q2
$178K Sell
7,497
-1,155
-13% -$27.4K 0.3% 95
2018
Q1
$178K Buy
8,652
+3,019
+54% +$62.1K 0.23% 260
2017
Q4
$129K Buy
+5,633
New +$129K 0.09% 139