Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,547
Closed -$262K 132
2020
Q2
$262K Buy
+3,547
New +$262K 1.13% 43
2019
Q4
Sell
-2,639
Closed -$212K 151
2019
Q3
$212K Buy
+2,639
New +$212K 0.9% 68
2018
Q2
Sell
-4,821
Closed -$251K 154
2018
Q1
$251K Buy
4,821
+235
+5% +$12.2K 0.36% 143
2017
Q4
$246K Buy
+4,586
New +$246K 0.11% 311