Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$65K Buy
3,484
+1,248
+56% +$23.3K 0.3% 80
2020
Q2
$121K Buy
+2,236
New +$121K 0.09% 310
2019
Q4
$555K Buy
10,892
+2,142
+24% +$109K 0.29% 131
2019
Q3
$435K Buy
8,750
+1,221
+16% +$60.7K 0.28% 208
2019
Q2
$358K Buy
7,529
+2,618
+53% +$124K 0.29% 62
2019
Q1
$338K Buy
4,911
+834
+20% +$57.4K 0.29% 83
2018
Q4
$270K Buy
4,077
+1,657
+68% +$110K 0.19% 13
2018
Q3
$180K Buy
2,420
+37
+2% +$2.75K 0.29% 214
2018
Q2
$174K Sell
2,383
-505
-17% -$36.9K 0.29% 175
2018
Q1
$189K Buy
2,888
+652
+29% +$42.7K 0.24% 127
2017
Q4
$121K Buy
+2,236
New +$121K 0.09% 310