Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-122
Closed -$2K 527
2020
Q2
$2K Buy
+122
New +$2K ﹤0.01% 463
2019
Q4
Sell
-16,035
Closed -$368K 497
2019
Q3
$368K Buy
16,035
+1,544
+11% +$35.4K 0.24% 319
2019
Q2
$372K Buy
14,491
+5,227
+56% +$134K 0.3% 5
2019
Q1
$335K Buy
9,264
+418
+5% +$15.1K 0.29% 105
2018
Q4
$255K Buy
+8,846
New +$255K 0.18% 153
2018
Q3
Sell
-2,825
Closed -$184K 488
2018
Q2
$184K Sell
2,825
-587
-17% -$38.2K 0.31% 19
2018
Q1
$188K Buy
3,412
+3,388
+14,117% +$187K 0.24% 146
2017
Q4
$2K Buy
+24
New +$2K ﹤0.01% 463