Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-20,810
Closed -$322K 325
2020
Q2
$322K Buy
20,810
+5,030
+32% +$77.8K 0.03% 261
2020
Q1
$201K Hold
15,780
0.02% 294
2019
Q4
$466K Buy
15,780
+1,125
+8% +$33.2K 0.05% 208
2019
Q3
$520K Sell
14,655
-1,223
-8% -$43.4K 0.05% 193
2019
Q2
$614K Sell
15,878
-13,077
-45% -$506K 0.07% 186
2019
Q1
$1.04M Buy
28,955
+500
+2% +$18K 0.12% 148
2018
Q4
$864K Buy
28,455
+2,835
+11% +$86.1K 0.11% 156
2018
Q3
$780K Buy
25,620
+7,150
+39% +$218K 0.09% 168
2018
Q2
$520K Buy
+18,470
New +$520K 0.07% 183