Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,278
Closed -$125K 586
2020
Q2
$125K Buy
+2,278
New +$125K 0.09% 264
2019
Q4
$357K Buy
+12,228
New +$357K 0.19% 326
2019
Q2
Sell
-4,648
Closed -$157K 520
2019
Q1
$157K Buy
+4,648
New +$157K 0.14% 356
2018
Q4
Sell
-4,716
Closed -$184K 539
2018
Q3
$184K Sell
4,716
-47
-1% -$1.83K 0.29% 158
2018
Q2
$176K Buy
+4,763
New +$176K 0.29% 138
2018
Q1
Sell
-2,278
Closed -$125K 538
2017
Q4
$125K Buy
+2,278
New +$125K 0.09% 264