Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-46,193
Closed -$206K 1449
2020
Q2
$206K Buy
46,193
+1,617
+4% +$7.21K ﹤0.01% 1368
2020
Q1
$230K Sell
44,576
-238
-0.5% -$1.23K ﹤0.01% 1269
2019
Q4
$504K Sell
44,814
-2,417
-5% -$27.2K ﹤0.01% 1159
2019
Q3
$496K Buy
47,231
+1,453
+3% +$15.3K ﹤0.01% 1263
2019
Q2
$613K Sell
45,778
-20,020
-30% -$268K ﹤0.01% 1234
2019
Q1
$756K Sell
65,798
-1,082
-2% -$12.4K 0.01% 1079
2018
Q4
$438K Sell
66,880
-4,967
-7% -$32.5K ﹤0.01% 1181
2018
Q3
$902K Sell
71,847
-4,680
-6% -$58.8K 0.01% 903
2018
Q2
$1.08M Sell
76,527
-2,952
-4% -$41.6K 0.01% 935
2018
Q1
$1.45M Buy
+79,479
New +$1.45M 0.01% 886