Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,594
Closed -$124K 559
2020
Q2
$124K Buy
+2,594
New +$124K 0.09% 276
2019
Q4
$535K Buy
+13,651
New +$535K 0.28% 245
2019
Q3
Sell
-10,143
Closed -$355K 490
2019
Q2
$355K Buy
10,143
+3,088
+44% +$108K 0.29% 91
2019
Q1
$242K Buy
+7,055
New +$242K 0.21% 326
2018
Q4
Sell
-3,504
Closed -$160K 533
2018
Q3
$160K Buy
3,504
+240
+7% +$11K 0.26% 310
2018
Q2
$172K Sell
3,264
-663
-17% -$34.9K 0.29% 221
2018
Q1
$196K Buy
3,927
+1,333
+51% +$66.5K 0.25% 35
2017
Q4
$124K Buy
+2,594
New +$124K 0.09% 276