Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-201
Closed -$32K 476
2020
Q2
$32K Buy
+201
New +$32K 0.02% 433
2019
Q4
$547K Buy
+2,087
New +$547K 0.29% 197
2019
Q1
Sell
-1,193
Closed -$235K 489
2018
Q4
$235K Buy
1,193
+385
+48% +$75.8K 0.16% 250
2018
Q3
$184K Sell
808
-55
-6% -$12.5K 0.29% 152
2018
Q2
$176K Buy
+863
New +$176K 0.29% 129
2018
Q1
Sell
-201
Closed -$32K 487
2017
Q4
$32K Buy
+201
New +$32K 0.02% 433