Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-955
Closed -$131K 544
2020
Q2
$131K Buy
+955
New +$131K 0.09% 100
2019
Q4
$257K Sell
2,442
-2,476
-50% -$261K 0.14% 350
2019
Q3
$434K Buy
4,918
+1,129
+30% +$99.6K 0.28% 213
2019
Q2
$359K Buy
3,789
+1,197
+46% +$113K 0.29% 59
2019
Q1
$316K Sell
2,592
-205
-7% -$25K 0.27% 268
2018
Q4
$260K Buy
2,797
+2,630
+1,575% +$244K 0.18% 105
2018
Q3
$24K Buy
+167
New +$24K 0.04% 365
2018
Q2
Sell
-1,322
Closed -$200K 507
2018
Q1
$200K Buy
1,322
+367
+38% +$55.5K 0.26% 18
2017
Q4
$131K Buy
+955
New +$131K 0.09% 100