Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-5,670
Closed -$218K 500
2020
Q2
$218K Buy
+5,670
New +$218K 0.04% 387
2019
Q4
Sell
-4,725
Closed -$202K 483
2019
Q3
$202K Buy
4,725
+180
+4% +$7.7K 0.04% 423
2019
Q2
$227K Buy
+4,545
New +$227K 0.05% 368
2018
Q3
Sell
-5,808
Closed -$318K 445
2018
Q2
$318K Buy
5,808
+1,210
+26% +$66.3K 0.09% 259
2018
Q1
$211K Buy
+4,598
New +$211K 0.05% 403