Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,121
Closed -$124K 302
2020
Q2
$124K Sell
10,121
-2,129
-17% -$26.1K 0.03% 254
2020
Q1
$120K Buy
12,250
+2,897
+31% +$28.4K 0.05% 148
2019
Q4
$234K Sell
9,353
-1,934
-17% -$48.4K 0.07% 153
2019
Q3
$239K Buy
11,287
+1,334
+13% +$28.2K 0.08% 132
2019
Q2
$221K Buy
9,953
+1,836
+23% +$40.8K 0.08% 137
2019
Q1
$216K Buy
8,117
+1,587
+24% +$42.2K 0.08% 142
2018
Q4
$168K Sell
6,530
-864
-12% -$22.2K 0.08% 155
2018
Q3
$319K Sell
7,394
-66
-0.9% -$2.85K 0.13% 129
2018
Q2
$324K Sell
7,460
-159
-2% -$6.91K 0.14% 117
2018
Q1
$281K Buy
7,619
+413
+6% +$15.2K 0.15% 136
2017
Q4
$260K Buy
+7,206
New +$260K 0.13% 147