Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$63K Sell
1,096
-2,659
-71% -$153K 0.29% 194
2020
Q2
$246K Buy
+3,755
New +$246K 0.17% 47
2019
Q4
$572K Buy
7,924
+894
+13% +$64.5K 0.3% 28
2019
Q3
$465K Buy
7,030
+1,408
+25% +$93.1K 0.3% 17
2019
Q2
$349K Sell
5,622
-435
-7% -$27K 0.28% 152
2019
Q1
$328K Buy
6,057
+1,762
+41% +$95.4K 0.29% 175
2018
Q4
$252K Buy
4,295
+1,417
+49% +$83.1K 0.17% 186
2018
Q3
$190K Buy
2,878
+236
+9% +$15.6K 0.3% 47
2018
Q2
$175K Buy
2,642
+521
+25% +$34.5K 0.29% 152
2018
Q1
$142K Sell
2,121
-1,634
-44% -$109K 0.18% 312
2017
Q4
$246K Buy
+3,755
New +$246K 0.17% 47