Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,290
Closed -$67K 554
2020
Q2
$67K Buy
+3,290
New +$67K 0.05% 407
2019
Q4
$153K Sell
6,818
-12,168
-64% -$273K 0.08% 370
2019
Q3
$425K Buy
+18,986
New +$425K 0.27% 258
2019
Q2
Sell
-15,620
Closed -$334K 503
2019
Q1
$334K Buy
15,620
+3,577
+30% +$76.5K 0.29% 116
2018
Q4
$261K Buy
12,043
+4,965
+70% +$108K 0.18% 86
2018
Q3
$185K Buy
+7,078
New +$185K 0.3% 142
2018
Q1
Sell
-3,290
Closed -$67K 525
2017
Q4
$67K Buy
+3,290
New +$67K 0.05% 407