Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$421K Sell
16,157
-2,127
-12% -$55.4K 0.11% 27
2020
Q2
$429K Hold
18,284
0.14% 25
2020
Q1
$217K Buy
18,284
+42
+0.2% +$498 0.08% 33
2019
Q4
$297K Hold
18,242
0.09% 35
2019
Q3
$288K Sell
18,242
-1,875
-9% -$29.6K 0.1% 34
2019
Q2
$287K Hold
20,117
0.09% 34
2019
Q1
$221K Buy
20,117
+7,625
+61% +$83.8K 0.07% 38
2018
Q4
$68K Hold
12,492
0.03% 39
2018
Q3
$105K Hold
12,492
0.04% 48
2018
Q2
$163K Hold
12,492
0.06% 39
2018
Q1
$198K Buy
+12,492
New +$198K 0.07% 33