Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,977
Closed -$117K 579
2020
Q2
$117K Buy
+4,977
New +$117K 0.08% 327
2019
Q4
$525K Buy
+5,338
New +$525K 0.28% 266
2019
Q3
Sell
-244
Closed -$33K 497
2019
Q2
$33K Buy
+244
New +$33K 0.03% 389
2018
Q3
Sell
-2,875
Closed -$161K 515
2018
Q2
$161K Buy
+2,875
New +$161K 0.27% 312
2018
Q1
Sell
-4,977
Closed -$117K 535
2017
Q4
$117K Buy
+4,977
New +$117K 0.08% 327