Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,353
Closed -$133K 581
2020
Q2
$133K Buy
+2,353
New +$133K 0.09% 78
2019
Q4
$563K Buy
+12,625
New +$563K 0.3% 77
2019
Q1
Sell
-5,064
Closed -$233K 541
2018
Q4
$233K Buy
+5,064
New +$233K 0.16% 263
2018
Q2
Sell
-2,203
Closed -$130K 528
2018
Q1
$130K Sell
2,203
-150
-6% -$8.85K 0.17% 326
2017
Q4
$133K Buy
+2,353
New +$133K 0.09% 78