Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,114
Closed -$397K 212
2020
Q2
$397K Sell
2,114
-65
-3% -$12.2K 0.01% 162
2020
Q1
$386K Buy
2,179
+16
+0.7% +$2.83K 0.01% 159
2019
Q4
$442K Hold
2,163
0.01% 174
2019
Q3
$328K Buy
2,163
+189
+10% +$28.7K 0.01% 182
2019
Q2
$311K Sell
1,974
-62
-3% -$9.77K 0.01% 186
2019
Q1
$327K Sell
2,036
-588
-22% -$94.4K 0.01% 190
2018
Q4
$498K Buy
+2,624
New +$498K 0.01% 173