Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$8K Sell
172
-2,844
-94% -$132K 0.04% 368
2020
Q2
$123K Buy
+3,016
New +$123K 0.09% 283
2019
Q4
$566K Buy
9,456
+1,480
+19% +$88.6K 0.3% 49
2019
Q3
$468K Buy
7,976
+7,632
+2,219% +$448K 0.3% 12
2019
Q2
$18K Sell
344
-6,512
-95% -$341K 0.01% 395
2019
Q1
$328K Buy
+6,856
New +$328K 0.29% 177
2018
Q2
Sell
-2,038
Closed -$80K 446
2018
Q1
$80K Sell
2,038
-978
-32% -$38.4K 0.1% 369
2017
Q4
$123K Buy
+3,016
New +$123K 0.09% 283