Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-38
Closed -$133K 518
2020
Q2
$133K Buy
+38
New +$133K 0.09% 76
2019
Q4
$8K Hold
2
﹤0.01% 417
2019
Q3
$7K Sell
2
-78
-98% -$273K ﹤0.01% 411
2019
Q2
$270K Sell
80
-39
-33% -$132K 0.22% 332
2019
Q1
$329K Buy
119
+18
+18% +$49.8K 0.29% 167
2018
Q4
$246K Buy
101
+30
+42% +$73.1K 0.17% 223
2018
Q3
$175K Buy
71
+26
+58% +$64.1K 0.28% 259
2018
Q2
$134K Hold
45
0.22% 328
2018
Q1
$126K Buy
45
+7
+18% +$19.6K 0.16% 335
2017
Q4
$133K Buy
+38
New +$133K 0.09% 76