Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$65K Sell
343
-2,956
-90% -$560K 0.3% 65
2020
Q2
$271K Buy
+3,299
New +$271K 0.19% 46
2019
Q4
Sell
-3,455
Closed -$442K 453
2019
Q3
$442K Buy
3,455
+723
+26% +$92.5K 0.28% 155
2019
Q2
$346K Sell
2,732
-76
-3% -$9.63K 0.28% 183
2019
Q1
$329K Buy
+2,808
New +$329K 0.29% 165
2018
Q4
Sell
-1,999
Closed -$192K 467
2018
Q3
$192K Sell
1,999
-3
-0.1% -$288 0.31% 27
2018
Q2
$175K Sell
2,002
-812
-29% -$71K 0.29% 151
2018
Q1
$244K Sell
2,814
-485
-15% -$42.1K 0.31% 7
2017
Q4
$271K Buy
+3,299
New +$271K 0.19% 46