Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-800
Closed -$248K 371
2020
Q2
$248K Buy
+800
New +$248K 0.03% 348
2020
Q1
Sell
-1,565
Closed -$414K 402
2019
Q4
$414K Sell
1,565
-7
-0.4% -$1.85K 0.07% 248
2019
Q3
$329K Hold
1,572
0.06% 266
2019
Q2
$356K Sell
1,572
-30
-2% -$6.79K 0.07% 248
2019
Q1
$303K Buy
+1,602
New +$303K 0.07% 269
2018
Q4
Sell
-1,643
Closed -$255K 347
2018
Q3
$255K Buy
+1,643
New +$255K 0.06% 284