Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,583
Closed -$88K 287
2020
Q2
$88K Buy
1,583
+500
+46% +$27.8K 0.01% 184
2020
Q1
$70K Sell
1,083
-1,250
-54% -$80.8K 0.01% 166
2019
Q4
$373K Buy
+2,333
New +$373K 0.04% 130
2019
Q2
Sell
-1,730
Closed -$303K 220
2019
Q1
$303K Buy
+1,730
New +$303K 0.03% 139
2018
Q3
Sell
-1,506
Closed -$348K 305
2018
Q2
$348K Sell
1,506
-3,115
-67% -$720K 0.01% 209
2018
Q1
$635K Sell
4,621
-1,435
-24% -$197K 0.01% 177
2017
Q4
$902K Sell
6,056
-1,394
-19% -$208K 0.02% 150
2017
Q3
$995K Buy
+7,450
New +$995K 0.02% 146