Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-8,897
Closed -$207K 126
2020
Q2
$207K Sell
8,897
-1,000
-10% -$23.3K 0.08% 121
2020
Q1
$241K Sell
9,897
-600
-6% -$14.6K 0.11% 116
2019
Q4
$396K Sell
10,497
-700
-6% -$26.4K 0.13% 112
2019
Q3
$425K Sell
11,197
-5,985
-35% -$227K 0.16% 100
2019
Q2
$696K Buy
17,182
+3,593
+26% +$146K 0.25% 86
2019
Q1
$584K Buy
13,589
+2,962
+28% +$127K 0.23% 91
2018
Q4
$391K Buy
+10,627
New +$391K 0.21% 88