Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$61K Sell
525
-5,882
-92% -$683K 0.02% 126
2020
Q2
$811K Buy
6,407
+233
+4% +$29.5K 0.24% 35
2020
Q1
$690K Buy
6,174
+496
+9% +$55.4K 0.25% 38
2019
Q4
$884K Buy
5,678
+8
+0.1% +$1.25K 0.28% 31
2019
Q3
$915K Buy
5,670
+455
+9% +$73.4K 0.3% 33
2019
Q2
$768K Buy
5,215
+485
+10% +$71.4K 0.25% 36
2019
Q1
$663K Buy
4,730
+435
+10% +$61K 0.25% 36
2018
Q4
$555K Hold
4,295
0.23% 43
2018
Q3
$574K Buy
4,295
+4,229
+6,408% +$565K 0.21% 41
2018
Q2
$9K Buy
66
+56
+560% +$7.64K ﹤0.01% 314
2018
Q1
$1K Sell
10
-10
-50% -$1K ﹤0.01% 329
2017
Q4
$2K Buy
+20
New +$2K ﹤0.01% 299