Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$59K Sell
1,306
-748
-36% -$33.8K 0.27% 297
2020
Q2
$131K Buy
+2,054
New +$131K 0.09% 99
2019
Q4
Sell
-6,114
Closed -$311K 496
2019
Q3
$311K Buy
6,114
+597
+11% +$30.4K 0.2% 339
2019
Q2
$304K Hold
5,517
0.25% 316
2019
Q1
$322K Buy
5,517
+3,425
+164% +$200K 0.28% 241
2018
Q4
$108K Sell
2,092
-758
-27% -$39.1K 0.07% 374
2018
Q3
$181K Buy
+2,850
New +$181K 0.29% 205
2018
Q2
Sell
-3,183
Closed -$194K 491
2018
Q1
$194K Buy
3,183
+1,129
+55% +$68.8K 0.25% 52
2017
Q4
$131K Buy
+2,054
New +$131K 0.09% 99