Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$65K Sell
1,401
-2,472
-64% -$115K 0.3% 95
2020
Q2
$127K Buy
+3,873
New +$127K 0.09% 216
2019
Q3
Sell
-9,648
Closed -$355K 506
2019
Q2
$355K Sell
9,648
-636
-6% -$23.4K 0.29% 92
2019
Q1
$334K Buy
10,284
+1,863
+22% +$60.5K 0.29% 120
2018
Q4
$261K Buy
8,421
+2,850
+51% +$88.3K 0.18% 91
2018
Q3
$174K Sell
5,571
-579
-9% -$18.1K 0.28% 267
2018
Q2
$176K Sell
6,150
-198
-3% -$5.67K 0.29% 139
2018
Q1
$188K Buy
6,348
+2,475
+64% +$73.3K 0.24% 153
2017
Q4
$127K Buy
+3,873
New +$127K 0.09% 216