Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,767
Closed -$131K 590
2020
Q2
$131K Buy
+1,767
New +$131K 0.09% 103
2019
Q4
Sell
-4,976
Closed -$443K 517
2019
Q3
$443K Buy
+4,976
New +$443K 0.28% 148
2019
Q1
Sell
-3,900
Closed -$262K 544
2018
Q4
$262K Buy
+3,900
New +$262K 0.18% 73
2018
Q3
Sell
-2,278
Closed -$175K 518
2018
Q2
$175K Sell
2,278
-435
-16% -$33.4K 0.29% 160
2018
Q1
$189K Buy
2,713
+836
+45% +$58.2K 0.24% 134
2017
Q4
$131K Buy
+1,877
New +$131K 0.09% 103