Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$65K Buy
+347
New +$65K 0.3% 98
2019
Q4
$120K Sell
802
-2,861
-78% -$428K 0.06% 381
2019
Q3
$432K Buy
3,663
+836
+30% +$98.6K 0.28% 225
2019
Q2
$355K Buy
2,827
+341
+14% +$42.8K 0.29% 93
2019
Q1
$310K Buy
+2,486
New +$310K 0.27% 285
2018
Q3
Sell
-1,841
Closed -$182K 530
2018
Q2
$182K Buy
1,841
+116
+7% +$11.5K 0.31% 37
2018
Q1
$170K Buy
+1,725
New +$170K 0.22% 271