Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,105
Closed -$319K 550
2020
Q2
$319K Buy
+4,105
New +$319K 0.04% 319
2019
Q3
Sell
-3,306
Closed -$297K 575
2019
Q2
$297K Sell
3,306
-183
-5% -$16.4K 0.06% 260
2019
Q1
$322K Buy
3,489
+262
+8% +$24.2K 0.07% 215
2018
Q4
$268K Buy
+3,227
New +$268K 0.07% 221