Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-671
Closed -$68K 598
2020
Q2
$68K Buy
+671
New +$68K 0.05% 406
2019
Q4
$545K Buy
3,314
+757
+30% +$124K 0.29% 218
2019
Q3
$434K Buy
2,557
+2,500
+4,386% +$424K 0.28% 214
2019
Q2
$12K Buy
+57
New +$12K 0.01% 409
2018
Q3
Sell
-1,508
Closed -$183K 520
2018
Q2
$183K Buy
+1,508
New +$183K 0.31% 27
2018
Q1
Sell
-671
Closed -$68K 545
2017
Q4
$68K Buy
+671
New +$68K 0.05% 406