Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$60K Sell
437
-182
-29% -$25K 0.28% 281
2020
Q2
$84K Buy
+619
New +$84K 0.06% 350
2019
Q4
$565K Buy
3,822
+451
+13% +$66.7K 0.3% 63
2019
Q3
$443K Buy
+3,371
New +$443K 0.28% 146
2019
Q1
Sell
-1,671
Closed -$166K 485
2018
Q4
$166K Buy
1,671
+298
+22% +$29.6K 0.12% 328
2018
Q3
$183K Buy
+1,373
New +$183K 0.29% 173
2018
Q2
Sell
-1,506
Closed -$183K 460
2018
Q1
$183K Buy
1,506
+887
+143% +$108K 0.23% 225
2017
Q4
$84K Buy
+619
New +$84K 0.06% 350