Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,818
Closed -$124K 517
2020
Q2
$124K Buy
+1,818
New +$124K 0.09% 274
2019
Q4
$417K Hold
10,182
0.22% 310
2019
Q3
$433K Buy
10,182
+2,843
+39% +$121K 0.28% 220
2019
Q2
$362K Buy
7,339
+393
+6% +$19.4K 0.3% 38
2019
Q1
$332K Buy
6,946
+2,677
+63% +$128K 0.29% 139
2018
Q4
$262K Buy
4,269
+2,417
+131% +$148K 0.18% 71
2018
Q3
$153K Sell
1,852
-327
-15% -$27K 0.24% 317
2018
Q2
$170K Sell
2,179
-443
-17% -$34.6K 0.28% 253
2018
Q1
$193K Buy
2,622
+804
+44% +$59.2K 0.25% 66
2017
Q4
$124K Buy
+1,818
New +$124K 0.09% 274