Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-805
Closed -$85K 490
2020
Q2
$85K Buy
+805
New +$85K 0.06% 349
2019
Q4
Sell
-2,821
Closed -$450K 482
2019
Q3
$450K Buy
2,821
+220
+8% +$35.1K 0.29% 92
2019
Q2
$307K Buy
2,601
+667
+34% +$78.7K 0.25% 312
2019
Q1
$231K Sell
1,934
-829
-30% -$99K 0.2% 334
2018
Q4
$247K Buy
2,763
+911
+49% +$81.4K 0.17% 217
2018
Q3
$188K Buy
+1,852
New +$188K 0.3% 85
2018
Q1
Sell
-805
Closed -$85K 492
2017
Q4
$85K Buy
+805
New +$85K 0.06% 349