Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$64K Sell
1,320
-1,757
-57% -$85.2K 0.3% 162
2020
Q2
$125K Buy
+3,077
New +$125K 0.09% 263
2019
Q4
$576K Buy
13,820
+2,716
+24% +$113K 0.3% 18
2019
Q3
$431K Buy
+11,104
New +$431K 0.28% 231
2018
Q3
Sell
-5,279
Closed -$173K 514
2018
Q2
$173K Sell
5,279
-182
-3% -$5.96K 0.29% 208
2018
Q1
$196K Buy
5,461
+2,384
+77% +$85.6K 0.25% 36
2017
Q4
$125K Buy
+3,077
New +$125K 0.09% 263