Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,728
Closed -$64K 523
2020
Q2
$64K Sell
2,728
-1,685
-38% -$39.5K 0.01% 666
2020
Q1
$72K Sell
4,413
-332
-7% -$5.42K 0.01% 538
2019
Q4
$130K Buy
+4,745
New +$130K 0.02% 544
2019
Q3
Sell
-5,694
Closed -$117K 569
2019
Q2
$117K Buy
5,694
+580
+11% +$11.9K 0.02% 500
2019
Q1
$186K Buy
5,114
+861
+20% +$31.3K 0.04% 447
2018
Q4
$110K Buy
+4,253
New +$110K 0.03% 396