Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,210
Closed -$45K 487
2020
Q2
$45K Buy
+2,210
New +$45K 0.03% 422
2019
Q3
Sell
-20,359
Closed -$361K 466
2019
Q2
$361K Buy
20,359
+5,832
+40% +$103K 0.29% 41
2019
Q1
$229K Buy
+14,527
New +$229K 0.2% 337
2018
Q4
Sell
-9,423
Closed -$187K 493
2018
Q3
$187K Buy
+9,423
New +$187K 0.3% 100
2018
Q2
Sell
-8,573
Closed -$168K 468
2018
Q1
$168K Buy
8,573
+6,363
+288% +$125K 0.22% 274
2017
Q4
$45K Buy
+2,210
New +$45K 0.03% 422