Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-276
Closed -$36K 472
2020
Q2
$36K Buy
+276
New +$36K 0.03% 428
2019
Q4
$332K Buy
+1,932
New +$332K 0.18% 333
2019
Q2
Sell
-2,179
Closed -$331K 478
2019
Q1
$331K Buy
2,179
+117
+6% +$17.8K 0.29% 147
2018
Q4
$260K Buy
+2,062
New +$260K 0.18% 101
2018
Q3
Sell
-42
Closed -$6K 465
2018
Q2
$6K Hold
42
0.01% 383
2018
Q1
$6K Sell
42
-234
-85% -$33.4K 0.01% 429
2017
Q4
$36K Buy
+276
New +$36K 0.03% 428