Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,280
Closed -$42K 833
2020
Q2
$42K Sell
1,280
-543
-30% -$17.8K 0.01% 497
2020
Q1
$40K Sell
1,823
-122
-6% -$2.68K 0.01% 458
2019
Q4
$147K Buy
+1,945
New +$147K 0.03% 300
2019
Q2
Sell
-1,435
Closed -$100K 614
2019
Q1
$100K Buy
1,435
+500
+53% +$34.8K 0.02% 287
2018
Q4
$50K Buy
+935
New +$50K 0.01% 371