Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$64K Sell
546
-314
-37% -$36.8K 0.3% 133
2020
Q2
$126K Buy
+860
New +$126K 0.09% 234
2019
Q2
Sell
-18
Closed -$2K 477
2019
Q1
$2K Sell
18
-2,399
-99% -$267K ﹤0.01% 429
2018
Q4
$263K Buy
+2,417
New +$263K 0.18% 60
2018
Q3
Sell
-1,317
Closed -$176K 464
2018
Q2
$176K Buy
1,317
+749
+132% +$100K 0.29% 128
2018
Q1
$83K Sell
568
-292
-34% -$42.7K 0.11% 367
2017
Q4
$126K Buy
+860
New +$126K 0.09% 234