Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,657
Closed -$124K 468
2020
Q2
$124K Buy
+5,657
New +$124K 0.09% 271
2019
Q3
Sell
-8,662
Closed -$337K 462
2019
Q2
$337K Buy
8,662
+84
+1% +$3.27K 0.27% 260
2019
Q1
$322K Buy
8,578
+817
+11% +$30.7K 0.28% 239
2018
Q4
$254K Buy
+7,761
New +$254K 0.18% 166
2018
Q2
Sell
-5,640
Closed -$158K 461
2018
Q1
$158K Sell
5,640
-17
-0.3% -$476 0.2% 284
2017
Q4
$124K Buy
+5,657
New +$124K 0.09% 271