Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-14
Closed -$5K 60
2020
Q3
$5K Buy
+14
New +$5K 0.1% 18
2020
Q1
Sell
-3,403
Closed -$727K 32
2019
Q4
$727K Sell
3,403
-1,856
-35% -$397K 4.76% 17
2019
Q3
$898K Buy
+5,259
New +$898K 2.55% 10
2018
Q3
Sell
-3,759
Closed -$525K 247
2018
Q2
$525K Sell
3,759
-2,068
-35% -$289K 0.44% 43
2018
Q1
$555K Buy
+5,827
New +$555K 0.37% 29
2017
Q4
Sell
-3,151
Closed -$222K 455
2017
Q3
$222K Buy
+3,151
New +$222K 0.2% 215