Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-716
Closed -$126K 495
2020
Q2
$126K Buy
+716
New +$126K 0.09% 236
2019
Q4
$533K Buy
3,884
+135
+4% +$18.5K 0.28% 250
2019
Q3
$442K Buy
3,749
+1,191
+47% +$140K 0.28% 159
2019
Q2
$356K Buy
2,558
+214
+9% +$29.8K 0.29% 82
2019
Q1
$318K Buy
2,344
+1,490
+174% +$202K 0.28% 259
2018
Q4
$105K Sell
854
-416
-33% -$51.1K 0.07% 377
2018
Q3
$184K Buy
+1,270
New +$184K 0.29% 154
2018
Q1
Sell
-716
Closed -$126K 494
2017
Q4
$126K Buy
+716
New +$126K 0.09% 236